Roger Tran Email & Phone Number
Independent Wealth Advisor | Certified Financial Planner™ @ core planning
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Roger Tran Location
- California, United States
Roger Tran Work
- 2024 -now Independent Wealth Advisor | Certified Financial Planner™ @
- 2023 -2025 Executive Director @ Oakland Vietnamese Chamber of Commerce
- 2018 -2024 Founder @ L'Argent Ventures
- 2020 -2023 Director of Financial Planning @
- 2019 -2020 Lead Planner @
- 2019 -2019 Financial Planner @
- 2017 -2019 Associate Financial Planner @
- 2007 -2017 AVP, Business Banking Administrative Manager @
- 2006 -2007 Store Manager @
- 2005 -2005 Intern @
- 2004 -2005 General Manager @ Annie's Deli
- 1998 -2001 Associate Technician @ Oakland Technology Exchange
Roger Tran Education
- UC Berkeley Extension
Certificate in Personal Financial Planning (CFP®)
2012-2016 - University of California, Davis
Bachelor's degree (International Relations and World Trade and Development)
2001-2006
Roger Tran Summary
- Roger Tran, based in California, United States, is currently a Independent Wealth Advisor | Certified Financial Planner™ at core planning. Roger Tran brings experience from previous roles at Oakland Vietnamese Chamber of Commerce, L'Argent Ventures and Facet. Roger Tran holds a 2012 - 2016 Certificate in Personal Financial Planning in CFP® @ UC Berkeley Extension. Roger Tran has 1 emails and 2 mobile phone numbers on RocketReach.
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