Anh Tran, CFP®, Esq.
Managing Partner at SageMint Wealth- Claim this Profile
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Vietnamese -
Topline Score
Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™
CFP Board
Experience
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SageMint Wealth
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner
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2016 - Present
We 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. Show less
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Modern Wealth Law, APLC
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United States
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Law Practice
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1 - 100 Employee
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Partner
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Feb 2013 - Present
Modern 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 Show less
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Modern Wealth Advisors, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner
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Jul 2010 - Oct 2016
Modern 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. Show less
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Goldman Sachs Ayco Personal Financial Management
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United States
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Financial Services
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700 & Above Employee
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Vice President - Financial Counseling
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2005 - 2010
Provided 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. Provided 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.
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Education
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2002 - 2005
Santa Clara University School of Law
Juris Doctor, Law -
1998 - 2002
University of California, Irvine
Bachelor of Arts (B.A.), International Studies and Business Management -
2000 - 2000
National University of Singapore
International Relations, Business
Community
