Sang Tran, Financial Advisor located in Oklahoma City, OK

Financial Advisor
Sang V Tran

CFP®, CEPA®, AAMS®
12120 N Rockwell Ave Ste A, Oklahoma City, OK 73162opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Electronics
  • Movies & Entertainment
  • Spending Time with Family
  • Technology

Team Members

  • Nhu Duong
    Branch Office Administrator
  • Jenni Hillman
    Branch Office Administrator
  • Thao Hoang
    Branch Office Administrator
  • Olga Lopez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(405) 720-6596

Fax

(888) 270-3414

Office Address

12120 N Rockwell Ave Ste A
Oklahoma City, OK 73162opens in a new window

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