Anh Nguyen, CFA®, CFP®, MBA
Investment Analyst
Anh is the Director of Investments and a Wealth Planner at Generational Wealth.
Anh offers total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
Anh holds his Chartered Financial Analyst (CFA®) certification. He also has his MBA with track in Finance from Florida Atlantic University (FAU). Anh holds his securities series 7, 66, and Life & Health Insurance licenses.
Anh is an active member of the CFA Institute and South Florida CFA society.
Anh resides in Fort Lauderdale, Florida with his wife Ivy. His outside interests include traveling, fine dining, fishing, and tennis.