Anne Trinh

Anne serves as a Business Development Partner and Financial Advisor with Bluespring Wealth – Mountain West. With more than 25 years of experience, she drives growth, cultivates strategic relationships, and delivers sophisticated wealth management solutions for individuals, families, and business owners.

Anne’s leadership background includes serving as owner and president of a successful independent financial planning practice, as well as a shareholder and executive of a prominent insurance brokerage firm. Throughout her career, she has built meaningful, long-term client relationships and delivered comprehensive wealth management solutions. Her ability to identify opportunities, expand referral networks, and serve as a trusted advisor has helped grow advisory businesses and strengthen client outcomes.

Drawing on advanced certifications and expertise in financial planning, wealth transfer, estate planning, business succession, exit planning, and risk management, Anne collaborates with clients and centers of influence to develop strategies aligned with their financial and legacy goals. Her leadership, entrepreneurial background, and respected industry credentials make her a key contributor to business growth and client success.

Anne brings charitable planning experience to her work with clients, helping align philanthropic goals with broader financial and legacy strategies. She also contributes her time and expertise through volunteer service as a nonprofit board member, supporting mission-driven organizations through thoughtful governance, strategic planning, and community engagement.

Anne is a Registered Representative and Investment Advisor Representative and holds the Series 7 and 66 registrations. She also holds California Life and Health License #OA85633, Texas Life and Health License #1930491, and life and health licenses in several other states. Her advanced certifications include the Certified Private Wealth Advisor (CPWA®) designation from IMCA, the Certified Financial Planner (CFP®) designation from the CFP Board, and the Certified Kingdom Advisor (CKA®) designation from Kingdom Advisors.

In addition to her experience in insurance and financial services, Anne has extensive international business and travel experience. She speaks English, French, and Vietnamese. Outside of work, she enjoys spending time with her husband, her adult daughters, and their families.