Directory
>
Lan Tran
Lan Tran
MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™ | The Wealth Consulting Group
Cupertino, California, United States
Lan Tran
Summary
Lan Tran is a seasoned Managing Partner and Certified Financial Planner™ at The Wealth Consulting Group, with over 30 years of experience in the financial services industry. She began her career in banking and mortgage lending before transitioning into wealth management and financial advisory. A graduate of San Jose State University with a degree in Finance, Lan has continuously pursued education to enhance her expertise. Her commitment to client service is evident in her approach, where she prioritizes integrity and professionalism. Beyond her professional life, Lan enjoys outdoor activities and is passionate about supporting local charities, particularly those focused on children and seniors. She has a deep appreciation for music and antiques, reflecting her diverse interests. Lan's extensive background and dedication make her a trusted advisor in wealth management.
Lan Tran
Work Experience
MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™ at
The Wealth Consulting Group
January 2016 - Present
Financial Advisor / Certified Financial Planner™ at
Pau & Tran Wealth Management
May 1998 - January 2016
Registered Representative at
John Hancock
January 1995 - May 1998
Mortgage Broker at
Pacific Guarantee Mortgage
January 1990 - January 1995
Lan Tran
Education
College for Financial Planning, Certified Financial Planner
January 1996 - January 1999
San José State University, Bachelor's Degree
January 1982 - January 1990
Frequently Asked Questions about Lan Tran
What is Lan Tran email address?
Lan Tran's primary email address is ***@wealthcg.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lan Tran work for?
Lan Tran is a MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™ at The Wealth Consulting Group, a company specializing in Monetary Authorities-Central Bank.
Where Lan Tran graduated from?
Lan Tran holds a degree in Financial Planning And Services from College for Financial Planning.
How can I directly contact Lan Tran?
To contact Lan Tran directly, you can use the email address ***@wealthcg.com. Complete contact information is available upon registration with Muraena.
Who is Lan Tran?
Lan Tran is a seasoned Managing Partner and Certified Financial Planner™ at The Wealth Consulting Group, with over 30 years of experience in the financial services industry. She began her career in banking and mortgage lending before transitioning into wealth management and financial advisory. A graduate of San Jose State University with a degree in Finance, Lan has continuously pursued education to enhance her expertise. Her commitment to client service is evident in her approach, where she prioritizes integrity and professionalism. Beyond her professional life, Lan enjoys outdoor activities and is passionate about supporting local charities, particularly those focused on children and seniors. She has a deep appreciation for music and antiques, reflecting her diverse interests. Lan's extensive background and dedication make her a trusted advisor in wealth management.
Lan`s contact details
***@wealthcg.com
Colleagues
Chief Operating Officer
Chief Growth Officer
Managing Partner & Personal CFO
Personal CFO, Wealth Advisor
Managing Partner
Managing Partner, Personal CFO
Chief Investment Officer
Consultant
Partner, Personal CFO
Partner, Personal Chief Financial Officer