Francis Tran

Francis Tran is an accomplished Financial Services Professional with an extensive career of providing excellent financial advisory services to clients in the Financial Planning and Retail Banking sectors. With a deep commitment to helping clients achieve optimal solutions and reduction of tax liabilities, he has demonstrated a successful history aligning clients’ goals and objectives with estate, tax planning, wealth management, and investment services. He is an accomplished communicator with excellent bilingualism in English and Vietnamese which enables him to drive superior client relationship management. Francis holds a Bachelor of Arts in History from California State University-Fullerton and is certified in CFP by UCLA Extension. His previous positions include Financial Planner at MassMutual Greater Pacific, Financial Strategist at Tax & Financial Group, and Licensed Banker at JPMorgan Chase & Co. He also has experience as a Personal Shopper at J.Crew.