Anne Trinh, CFP®, CPWA®, CEBS
Executive Vice President and Owner
- Joined M Advisory Group in 2008
- Over 25 years in the insurance and financial industry
- Founded an independent financial planning practice and served as an executive of a prominent insurance brokerage firm
- Specializes in financial planning for Global Markets
- Graduate of University of California, Los Angeles (UCLA)
- Served on the Boards of Lomita-Torrance Rotary and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS)
- Certified Employee Benefits Specialist (CEBS) designation from Wharton University, the Certified Private Wealth Advisor (CPWA®) from IMCA, and the Certified Financial Planner (CFP®) designation from the CFP Board
- Registered Representative, Investment Advisor Representative (Series 7, and 66)
- California Life and Health License