Anh Tran, CFP^®, Esq.

Managing Partner

As managing partner of SageMint Wealth, Anh’s unwavering commitment to helping others and improving the world around her underlies every aspect of the client experience. Her financial planning expertise and sound judgment make her a skilled advocate for the individuals and families who entrust her with their financial wellbeing. However, Anh’s role as a wealth advisor goes beyond providing her clients with thoughtful advice and proven financial strategies. She delights in getting to know her clients on a deeper level and crafting personalized wealth plans that reflect their unique values, goals, and aspirations.

Anh’s experience working for Goldman Sachs, first as an attorney in their private wealth division and later as Vice President of Financial Counseling, gave her the opportunity to advise a variety of high-net-worth families and senior executives of Fortune 500 companies and better understand their wealth planning objectives and needs. Her background as an estate planning attorney continues to be an invaluable asset in helping her clients create and preserve generational wealth.

Anh is an active member of her community. For the past six years, she served on the board of Impact Giving, a women’s collective giving group dedicated to effecting positive social change and transforming lives at home and around the world. Anh is also on the University of California, Irvine Undergraduate Student Success board, advising on campus initiatives aimed at increasing the learning outcomes and post graduate success of UCI students regardless of their background.

Anh is a member of LPL’s Advisor Inclusion Council and an ambassador for LPL’s Asian and Women Business Communities. Through her work with these groups, she promotes diversity, equity, and inclusion among the LPL financial advisor community.

Anh and her husband John, also an estate planning attorney, are the proud parents of two boys, Cameron and Maxwell. In her spare time, Anh enjoys hot yoga, cycling, cooking, traveling, and outdoor activities.

Qualifications & Accolades

Anh holds the CERTIFIED FINANCIAL PLANNER™ certification, which is widely considered the standard of excellence in financial planning. CFP® professionals must meet rigorous education, training and ethical standards. In addition, she’s been recognized by numerous industry publications and media, including AdvisorHub 50 Women Advisors to Watch, Forbes Top Women Wealth Advisors, Forbes Top Next Generation Wealth Advisors, Forbes Best-In-State Wealth Advisors for California, and Working Mother Top Wealth Adviser Moms.

Anh received her Juris Doctor from Santa Clara University School of Law and her Bachelor of Arts degree from the University of California, Irvine where she majored in International Studies and minored in Business Management. She is currently a member of the California Bar Association and Financial Planning Association. Anh holds multiple securities licenses including series 7 and 66 through LPL Financial as an LPL Financial Advisor. She also has her California Insurance License (#0F70554).