Anh Tran, Cfp®, Esq. Email and Phone Number
Anh Tran, Cfp®, Esq. work email
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Anh Tran, Cfp®, Esq. personal email
As managing partner of SageMint Wealth, Anh’s unwavering commitment to helping others and improving the world around her underlies every aspect of the client experience. Her financial planning expertise and sound judgment make her a skilled advocate for the individuals and families who entrust her with their financial wellbeing. However, Anh’s role as a wealth advisor goes beyond providing her clients with thoughtful advice and proven financial strategies. She delights in getting to know her clients on a deeper level and crafting personalized wealth plans that reflect their unique values, goals, and aspirations.Anh’s experience working for Goldman Sachs, first as an attorney in their private wealth division and later as Vice President of Financial Counseling, gave her the opportunity to advise a variety of high-net-worth families and senior executives of Fortune 500 companies and better understand their wealth planning objectives and needs. Her background as an estate planning attorney continues to be an invaluable asset in helping her clients create and preserve generational wealth.At SageMint Wealth, we aim to cultivate a world full of prosperity, joy, and sustainability. For all of life's biggest milestones and decisions, we want to be your first call. Our goal is to alleviate stress, create stability and provide the guidance you need to create the future you want for yourself, your family, and the world. Life is short, enjoy the journey. We strive to give our clients the ability to celebrate life, expand their horizons, and accumulate experiences. Live well, do good.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Sagemint Wealth
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Managing PartnerSagemint Wealth 2016 - PresentIrvine, California, UsWe are a wealth management firm for high-net-worth individuals, families, and business owners with a passion for supporting women, the LGBTQ+ community, and individuals in the technology space. SageMint Wealth was created to bring a fresh modern approach to traditional wealth management. Our mission is to give you the resources and support you need to invest in a better future for yourself, your family, and the world. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Info" section above. Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Modern Wealth Law is not affiliated with LPL Financial or SageMint Wealth. SageMint Wealth and LPL Financial do not provide legal advice or services.
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PartnerModern Wealth Law, Aplc Feb 2013 - PresentIrvine, California, UsModern Wealth Law is a full service trusts and estates law firm with its principal offices located in Irvine, California. We practice exclusively in the areas of estate planning, probate administration and trust administration. At Modern Wealth Law, we respect the unique concerns and needs of each and every client, regardless of circumstances or complexity. Whether you are just starting a family or are planning for retirement, we apply our comprehensive knowledge of estate planning and wealth management to craft custom plans that address personal needs. Our focus is to protect the people that you love and the assets you own. We provide legal advice and services to navigate through all stages of your life and provide guidance to your loved ones after your death.modernwealthlaw.com -
Managing PartnerModern Wealth Advisors, Inc. Jul 2010 - Oct 2016Modern Wealth Advisors Inc. is a wealth management firm that provides financial planning services to individuals, families, small business owners and senior executives. We aim to help our clients attain financial freedom by providing quality advice, cutting-edge solutions, and personalized service. With over 20 years of collective advisory experience, our clients are both the up and coming, and the established and seasoned. Our mission is to help client's manage life's milestones. No matter what stage you are in life, our goal is to help you accumulate wealth, protect wealth, and build a legacy so you and your family can pursue your dreams. We are dedicated to the highest ethical standards and are committed to building long-term relationships founded on mutual trust and respect. We continuously strive to position our clients to achieve maximum financial security and independence by approaching wealth management with a balanced focus on the three pillars of stability, leadership, and innovation. -
Vice President - Financial CounselingGoldman Sachs Ayco Personal Financial Management 2005 - 2010Cohoes, New York, UsProvided personalized, one-on-one comprehensive financial counseling services to senior executives at Fortune 500 companies, high-net-worth individuals, and families. Educated, advised, and implemented the integration of employee benefits and compensation with estate planning, investment planning, income tax preparation and planning, risk management and long-term cash flow/ retirement planning, and insurance coverage.
Anh Tran, Cfp®, Esq. Skills
Anh Tran, Cfp®, Esq. Education Details
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Santa Clara University School Of LawLaw -
Uc IrvineInternational Studies And Business Management
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National University Of SingaporeBusiness
Frequently Asked Questions about Anh Tran, Cfp®, Esq.
What company does Anh Tran, Cfp®, Esq. work for?
Anh Tran, Cfp®, Esq. works for Sagemint Wealth
What is Anh Tran, Cfp®, Esq.'s role at the current company?
Anh Tran, Cfp®, Esq.'s current role is Managing Partner at SageMint Wealth | Helping clients invest in what matters most to them.
What is Anh Tran, Cfp®, Esq.'s email address?
Anh Tran, Cfp®, Esq.'s email address is at****@****lth.com
What schools did Anh Tran, Cfp®, Esq. attend?
Anh Tran, Cfp®, Esq. attended Santa Clara University School Of Law, Uc Irvine, National University Of Singapore.
What are some of Anh Tran, Cfp®, Esq.'s interests?
Anh Tran, Cfp®, Esq. has interest in Social Services, Children, Economic Empowerment.
What skills is Anh Tran, Cfp®, Esq. known for?
Anh Tran, Cfp®, Esq. has skills like Estate Planning, Wealth Management, Retirement Planning, Investments, Financial Advisory, Private Equity, Securities, Strategic Financial Planning, Insurance, 401k, Financial Services, Financial Planning.
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