Geoff Tran Email & Phone Number
Director | Wealth, Tax @ Fortitude Family Office
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Geoff Tran Location
- Scottsdale, AZ, US
Geoff Tran Work
- 2022 -now Director | Wealth, Tax @
- 2020 -2021 President and Chief Executive Officer @ GTFO Group
- 2017 -2019 Director, Client Advisory Team @
- 2012 -2017 Manager, Client Advisory Team @
- 2011 -2012 Wealth Advisor @
- 2008 -2011 Senior Associate @ GenSpring Family Offices, LLC
- 2007 -2008 Teacher's Assistant @ W.P. Carey School of Business - Arizona State University
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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