Lan Tran Email & Phone Number

MANAGING PARTNER and CERTIFIED FINANCIAL PLANNER™ @ The Wealth Consulting Group

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Lan Tran Location

Cupertino, CA, US

Lan Tran Work

2016 - now MANAGING PARTNER and CERTIFIED FINANCIAL PLANNER™ @ The Wealth Consulting Group
1998 - 2016 Financial Advisor and Certified Financial Planner™ @ Pau & Tran Wealth Management
1995 - 1998 Registered Representative @ John Hancock Financial Services
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1990 - 1995 Mortgage Broker @ Pacific Guarantee Mortgage
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Lan Tran Education

College for Financial Planning
Certified Financial Planner (Financial Planning and Services)
1996 - 1999
San Jose State University
Bachelor's degree (Finance and Real Estate)
1982 - 1990

Lan Tran Skills

Wealth Management
Strategic Financial Planning
Customer Service

Retirement
Estate Planning
Public Speaking
Retirement Planning
Investment Advisory
Banking
Residential Mortgages

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Lan Tran Summary

Lan Tran, based in Cupertino, CA, US, is currently a MANAGING PARTNER and CERTIFIED FINANCIAL PLANNER™ at The Wealth Consulting Group (www.wealthcg.com). Lan Tran brings experience from previous roles at Pau & Tran Wealth Management, John Hancock Life Insurance Company (U.S.A.) and First InterCity Mortgage / Pacific Guarantee Mortgage. Lan Tran holds a 1996 - 1999 Certified Financial Planner in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Customer Service, Retirement, Estate Planning and more. Lan Tran has 4 emails and 3 mobile phone numbers on RocketReach.

Lan Tran Emails

Found 4 emails

Lan Tran Phone Numbers

Found 5 phone numbers

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Bonsall, CA, US
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Mike Personal

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Darrin Conrad

Managing Partner at The Wealth Consulting Group

Des Moines, IA, US
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Jim Worden

Chief Investment Officer at The Wealth Consulting Group

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Lan Tran

MANAGING PARTNER and CERTIFIED FINANCIAL PLANNER™ at The Wealth Consulting Group

Cupertino, CA, US
4
- wealthcg.com
- gmail.com
- yahoo.com
- hotmail.com
5
- +1 253-224-XXXX
- +1 415-609-XXXX
- +1 408-406-XXXX
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Lisa Mitrovich

VP of Operations at The Wealth Consulting Group

Las Vegas, NV, US
2
- wealthcg.com
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Brandon Danziger

Director of Finance at The Wealth Consulting Group

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Cristian Lopez

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Alissa Todd

Financial Advisor, Personal CFO at The Wealth Consulting Group

San Diego, CA, US
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San Diego, CA, US
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- hotmail.com
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