Charles Tran Email & Phone Number
Associate Wealth Architect @ Wealth Architects, LLC
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Charles Tran Location
- California, United States
Charles Tran Work
- 2024 -now Associate Wealth Architect @
- 2024 -2024 Senior Associate Advisor @
- 2023 -2024 Client Operations Representative @
- 2021 -2023 Financial Planning Associate @ Silicon Valley Wealth Advisors
- 2020 -2021 FP and A Senior Associate @
- 2020 -2020 Senior Revenue Analyst @
- 2019 -2020 OPEX Analyst @
- 2018 -2018 Junior Analyst @
- 2018 -2018 Financial Analyst Intern, Worldwide Revenue Operations Team @
- 2017 -2017 Server @
- 2016 -2017 Server Assistant @
- 2016 -2016 Host @
- 2014 -2014 Lifeguard @
Charles Tran Education
- UCSC Silicon Valley Extension
Personal Financial Planning Certificate (Financial Planning and Services)
2021-2023 - San Jose State University
Bachelor of Science - BS (Finance, General)
2015-2018 - Silver Creek High School
High School (HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES)
2011-2015
Charles Tran Summary
- Charles Tran, based in California, United States, is currently a Associate Wealth Architect at Wealth Architects, LLC. Charles Tran brings experience from previous roles at Allworth Financial, Silicon Valley Wealth Advisors and Atlassian. Charles Tran holds a 2021 - 2023 Personal Financial Planning Certificate in Financial Planning and Services @ UCSC Silicon Valley Extension. Charles Tran has 2 emails and 2 mobile phone numbers on RocketReach.
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