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Lan Tran

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Lan Tran

MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™ | The Wealth Consulting Group

Cupertino, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Lan Tran

Work Experience

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MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™ at

The Wealth Consulting Group

January 2016 - Present

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Financial Advisor / Certified Financial Planner™ at

Pau & Tran Wealth Management

May 1998 - January 2016

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Registered Representative at

John Hancock

January 1995 - May 1998

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Mortgage Broker at

Pacific Guarantee Mortgage

January 1990 - January 1995

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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

mail

***@wealthcg.com

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Marlo Stil

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Cheryl Constantino Cfp

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Ian Jones

Partner, Personal Chief Financial Officer

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