#28 - Anh Tran, CFP, Esq., Managing Partner, Sagemint Wealth (recorded 05/27/25)

Anh and Jimmy talk about how she began her career as an attorney then transitioned into financial planning at Goldman Sachs before starting her entrepreneurial journey founding Sagemint Wealth.  What you will learn from this conversation is how Anh acquired an advisory business and integrated the clients into her practice.  We also discuss being a female and minority executive in finance, her parents immigration into the United States and how that foundation has translated into her family’s mantra “Live Well, Do Good” and conclude by learning about Anh’s passion for integrating health and longevity into her life and business.