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 Anh Nguyen, CFA, CFP®

Anh Nguyen, CFA, CFP®

Investment Specialist

  • Anh Nguyen, CFA, CFP®, is an investment specialist at Coastal Wealth, a MassMutual firm, and covers many of the firm's investment strategies.
  • He is responsible to develop and manage multiple risk based portfolio models, and communicate the investment philosophy, process and positioning of investment strategies as well as investment perspective to the firm's financial advisors.
  • Anh joined the firm in 2010 as a portfolio analyst, and subsequently served as investment specialist since 2017.
  • He earned a Master of Business Administration in Finance from Florida Atlantic University.
  • He holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society South Florida.
  • He also holds the Certified Financial Planner designation from the CFP Board and is a member of the Financial Planning Association in South Florida.
  • He holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority (FINRA).