Anne Trinh

Vice President and Executive Director, Private Client Group

Anne Trinh has been in the insurance and financial industry since 1989. Anne works with individuals, families, and organizations with the goal of optimizing, managing, and preserving total wealth. Her expertise includes comprehensive financial planning, risk management, and coordinated investment advisory.

Anne joined M Advisory Group in 2008. Prior to joining M Advisory Group, Anne worked first as an executive of a prominent insurance brokerage firm, and later founded her own independent financial planning practice. In addition to her current role at M Advisory as Executive Director for Corporate Benefit & Private Client divisions, Anne provides leadership for the Wealth Advisory unit and serves as the Chief Marketing Officer for the firm.

Anne is active in the South Bay community and has served on the board of the Lomita-Torrance Rotary and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS).

Anne is a graduate of UCLA and holds both a Certified Employee Benefits Specialist (CEBS) designation from Wharton University and a Certified Financial Planner (CFP®) designation from the CFP Board.

Phone Extension 116
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