With more than a decade of experience in the financial services industry, Christine provides financial guidance by being a “Personal CFO” to many high net worth families, small business owners and professional women. Christine prides herself on forming lifelong relationships with her clients and taking a thoughtful, patient and caring approach. As a CERTIFIED FINANCIAL PLANNER™ professional, Christine strives to provide her clients with a complete wealth management experience.Learn More
Anh advises individuals, families and business owners on all aspects of financial and retirement planning. As both a Certified Wealth Strategist® professional and an estate planning attorney for Modern Wealth Law, Anh is in a unique position to counsel her clients on both wealth management and estate planning issues. She is one of the few professionals in Orange County that can provide expertise in both of these complex areas to ensure that her clients’ desires are met before retirement, during retirement and post-death.
Client Service Manager
Jennifer McCoy is the Client Service Manager for Modern Wealth Advisors. She brings with her 15 years of customer service experience, as well as administrative and operational experience. Having worked for several financial advisors over the years, her experience is specially focused in the financial services industry. In addition to supporting Christine and Anh, her priority is assisting clients with their investment account questions and maintenance. With an emphasis on service, Jennifer’s job satisfaction comes from the relationships forged with clients and the opportunity to contribute significantly to the client experience.Learn More
First Allied Asset Management
We collaborate with the members of First Allied’s Asset Management Team. They work closely with our team in developing each of our portfolio management overviews as well as constructing each client’s portfolios into a comprehensive portfolio solution as defined by Modern Wealth Advisors.