As a Vietnamese refugee, my life experiences have helped me to understand and appreciate the value of hard work and money. I know what it's like to lose everything and have to rebuild. My past experiences guide me in managing your family's financial matters and the importance it has on you and your family's future.
I received my M.S. in biomedical engineering, B.S. in chemical engineering and B.S. in economics from the University of Minnesota. I co-authored two patents related to the mechanical fastening system on HUGGIES® diapers. I also hold the CFP® and AAMS® professional financial designations. Outside of the office, I am active in my children's education, my church and my community.
My purpose and passion are to help my clients make sense of the financial world and to navigate the complexities and challenges across the pillars of health, family, purpose and finance. I became a financial advisor with Edward Jones in 2002 because I believe in the concept of putting clients first. This was what I had envisioned when I became a financial advisor.
With the support of my branch team and our home-office professionals, we work hard to help clients prioritize what's most important to them. We utilize our well-established process to capture and analyze their priorities, develop personalized strategies to help them achieve those goals and continue to work with them in partnership to help keep them on track toward those goals. Nothing brings us more joy than seeing our clients enjoy their retirement; spend time with their family and friends - making memories; and live a healthy and purposeful life - knowing that we were instrumental in helping them on their journey.
Contact us and see how you can be part of our select clients and an extension of our family.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Movies & Entertainment
- Spending Time with Family
Phone NumberSang V Tran at (405) 720-6596
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