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Geoff Tran Location
Scottsdale, AZ, US
Geoff Tran Work
Director | Wealth, Tax @ (January 2022 - Present)
President and Chief Executive Officer @ GTFO Group (September 2020 - December 2021)
Director, Client Advisory Team @ (August 2017 - September 2019)
Manager, Client Advisory Team @ (December 2012 - July 2017)
Wealth Advisor @ (December 2011 - November 2012)
Senior Associate @ GenSpring Family Offices, LLC (June 2008 - December 2011)
Teacher's Assistant @ W.P. Carey School of Business - Arizona State University (August 2007 - May 2008)
Geoff Tran Education
W. P. Carey School of Business – Arizona State University
Masters of Taxation (Business)
2007-2008
W. P. Carey School of Business – Arizona State University
Accountancy (Business)
2004-2007
Geoff Tran Skills
Partnership Taxation
Personal Financial Planning
Tax Research
Wealth
High Net Worth Individuals
Estate Tax Planning
Tax
Income Tax
Accounting
Wealth Management
Estate Planning
Financial Analysis
Tax Preparation
Strategic Financial Planning
Asset Allocation
Personal Tax Planning
Investments
Family Office
Investment Advisory
Financial Planners
CPA
Investment Strategies
Financial Accounting
Geoff Tran Summary
Geoff Tran, based in Scottsdale, AZ, US, is currently a Director | Wealth, Tax at Fortitude Family Office. Geoff Tran brings experience from previous roles at GTFO Group, Tolleson Wealth Management, Tolleson Wealth Management* and TFO Phoenix, Inc.. Geoff Tran holds a 2007 - 2008 Masters of Taxation in Business @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Partnership Taxation, Personal Financial Planning, Tax Research, Wealth, High Net Worth Individuals and more. Geoff Tran has 2 emails and 3 mobile phone numbers on RocketReach.
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