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™ @
- 1998 -2016 Financial Advisor and Certified Financial Planner™ @ Pau & Tran Wealth Management
- 1995 -1998 Registered Representative @
- 1990 -1995 Mortgage Broker @
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
- Mortgage Lending
- Insurance
- Financial Advisory
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 3 emails and 3 mobile phone numbers on RocketReach.
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