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Cfp® Roger Tran
Director Of Financial Planning at Facet Wealth
Professional Background
CFP® Roger Tran is a highly skilled financial professional with a wealth of experience in personal financial planning and investment strategies. With a strong foundation in finance and international relations, Roger has successfully navigated various roles in the industry, showcasing his versatility and dedication to helping clients achieve their financial goals. Recently, he founded L'Argent Ventures, a firm centered around providing innovative financial solutions tailored to the unique needs of each client. His commitment to the financial well-being of his clients, underscored by his CFP® designation, positions Roger as a trusted advisor in the realm of personal finance.
Roger's previous experience includes serving as the Director of Financial Planning at Facet Wealth, where he developed comprehensive financial strategies that empowered clients to make informed decisions. His expertise is further enhanced by his earlier roles, including Financial Planner at Grove and Associate Financial Planner at Ginsburg Financial Advisors, Inc. In these positions, Roger cultivated a deep understanding of investment management, retirement planning, and wealth growth strategies that serve him and his clients well.
His financial acumen is complemented by a diverse career path that began in business operations, including a position as AVP, Business Banking Administrative Manager at Wells Fargo. Here, Roger honed his skills in managing complex financial operations, enhancing his strategic thinking and analytical capabilities. This multifaceted experience in finance and operations uniquely positions Roger to address the challenges and opportunities clients face in today's financial landscape.
Education and Achievements
Roger's academic background laid a solid foundation for his successful career in finance. He earned a Certificate in Personal Financial Planning from the prestigious University of California, Berkeley, fulfilling the rigorous CFP® Education Requirements. This program provided him with the advanced knowledge necessary to excel in the financial planning field and solidify his credentials as a Certified Financial Planner.
Additionally, Roger holds a Bachelor's degree in International Relations and World Trade and Development from the University of California, Davis. This education not only enriched his understanding of global markets and relationships but also equipped him with a unique perspective on the interconnectedness of international finance and local investment strategies.
Throughout his career, Roger has consistently sought to enhance his professional credentials and industry knowledge. His designation as a CFP® stands as a testament to his commitment to continuing education and professional development, ensuring he remains at the forefront of industry standards and practices.
Key Achievements
Roger's impressive career is punctuated by several key achievements that underline his expertise in financial planning and commitment to excellence. As the Founder of L'Argent Ventures, he has created a platform that prioritizes personalized financial solutions. His leadership ensures clients receive tailored advice and strategies that align with their specific financial circumstances.
During his tenure at Facet Wealth, Roger played an instrumental role in expanding the financial planning team's capabilities, driving growth through innovative client engagement strategies. His earlier experiences, particularly as a Financial Planner at Grove and Associate Financial Planner at Ginsburg Financial Advisors, Inc., resulted in a multitude of successful client outcomes, positioning him as a go-to expert in financial planning.
Moreover, Roger's background in business operations, highlighted by his role at Wells Fargo and earlier management positions, showcases his well-rounded capabilities in understanding both the financial planning and operational aspects of running a business. This unique blend of skills enhances his ability to serve clients and develop effective financial strategies that cater to a variety of financial objectives.
In summary, CFP® Roger Tran combines extensive financial knowledge, a diverse career background, and a profound commitment to client success. His academic qualifications, professional achievements, and the establishment of L'Argent Ventures underline his dedication to advancing the field of personal finance.
Achievements
Achievements
- Founder of L'Argent Ventures, offering innovative financial solutions.
- Former Director Of Financial Planning at Facet Wealth, enhancing client engagement and service delivery.
- Extensive experience as a Financial Planner, enabling clients to achieve their financial goals through tailored strategies.
- Solid operations background with roles at Wells Fargo, which enriched his understanding of financial systems.
Location
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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