Anne Trinh

Welcome!

Hello and welcome to my GladVisor webpage. I look forward to conversations and providing assistance to you, as you pursue your charitable planning goals. Be sure to take a look at my upcoming webinars and join in on the meeting. Or feel free to contact me directly. I look forward to meeting you.

Founded Family Wealth Counseling 2020
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)
Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners, 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

Upcoming Webinars & Seminars

No Upcoming Events

Resources & Downloads

News and Events

Introducing the CFA Harvest Fund (QCD): Save Taxes on your IRA “Required Minimum Distributions”

Is There a Problem With How We Give?

4 Non-Cash Gifts That Offer Huge Dividends

Six Strategic Steps for Involving Your Family in Giving

The Potential Impact of the Capital Gains Tax Hike

Back to GLADVisors

Anne Trinh, CFP®, CPWA®, TEP

GLADvisor | South Bay LA to Orange Country Wealth Advisor and Charitable Planned Giving

Anne spent over 25 years in the insurance and financial industry and joined M Advisory Group in 2008. She founded Family Wealth Counseling in 2020 and served as an executive of a prominent insurance brokerage firm.

Anne has many credentials including 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. She is also a Registered Representative, Investment Advisor Representative (Series 7, and 66) and has a California Life and Health License.

Anne is a Graduate of University of California, Los Angeles (UCLA) and specializes in financial planning for Global Markets. She has served on the Boards of Lomita-Torrance Rotary and the Los Angeles Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS).