OUR TEAM
Phone: (949) 464-7299 ctang@modernwealth.com |
Christine Tang, CFP ®, CWS ® Managing Director Christine began her career in the financial services industry at LPL Financial Services as an associate advisor after receiving her bachelor’s degree in finance from the University of Southern California. She was responsible for supporting a wealth management practice with assets of over $50 million. While at LPL Financial Services, her duties grew as her knowledge of markets and dedication to client service became apparent. In 2004, Christine left LPL Financial services to join First Allied Securities as a financial advisor. She continued to build her client relationships and partnered with another advisor. She helped manage over $100 million of assets. In 2010, Christine established her own branch office through First Allied Securities and founded Modern Wealth Advisors. Her areas of expertise include retirement income planning, investment management and alternative investments. Christine acquired her Certified Financial PlannerTM designation in addition to multiple securities licenses, including Series 7, 63, 65 and 24. She also has her California Insurance License (#0E14755) and her California Real Estate License (#01512124). Christine resides in Orange County, CA. In her spare time, she enjoys traveling, volunteering for various charities, and playing the guitar. |
Phone: (949) 464-8299 atran@modernwealth.com |
Anh Tran, Esq., CWS ® Managing Director Prior to joining Modern Wealth Advisors, Anh was Vice President of Financial Counseling at The Ayco Company, a private wealth management division of Goldman Sachs. She provided comprehensive financial counseling services to senior executives at Fortune 500 companies, high-net-worth individuals, and families. Anh was responsible for creating and implementing proactive financial and tax planning tactics and sound investment solutions, striving to provide a comprehensive, effective and integrated financial strategy for her clients. Her areas of expertise include employee benefits, estate planning, tax planning, and investment management. Before beginning her career in the financial services industry, Anh received her Juris Doctor from Santa Clara University School of Law. Anh also received her bachelor’s degree from the University of California, Irvine where she majored in International Relations and minored in Management. Anh is currently a member of the California Bar Association. She holds multiple securities licenses including Series 7 and 66. She also has her California Insurance License (#0F70554). Anh resides in Marina del Rey, CA. In her spare time, she enjoys bikram yoga, cooking, traveling, and outdoor activities. Anh is also a member of the Board of Directors of Working Wardrobes, a non-profit organization which seeks to help men, women, and young adults in life crises confidently enter the workforce with career development, life skills and wardrobe services. |

