Anh Nguyen, CFA, CFP®, MBA
Wealth Management Advisor.
Anh Nguyen, CFA, CFP®, is an investment specialist at Wealth Solutions Partners 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 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).
Anh resides in Boynton Beach, Florida with his wife Ivy, and daughter Icelynn. His outside interests include traveling, fine dining, and golf.