Lan Tran Email & Phone Number

As a CERTIFIED FINANCIAL PLANNER™ Professional, Lan specializes in comprehensive wealth management for both individuals and closely held businesses. She received her Finance undergraduate degree from SJSU, started her financial advising career in 1995 with John Hancock Life Insurance Company, and joined LPL Financial as an independent advisor in 1998.Lan’s experience also includes mortgage brokerage and banking since 1990. With ongoing education to strengthen her knowledge and skills, Lan is committed to provide exceptional service to her clients. She takes pride in her professionalism and integrity as her clients’ best interests are always placed first.Lan and her husband have been residents of the Bay Area over 40 years with two grown children finishing college. Aside from outdoor activities & traveling, she also loves animals, antiques, writing & music. Lan’s family supports various non-profit organizations and helps out local charities with focus on assisting children and seniors.CA Insurance Lic# 0B50063 Per CA requirements: Lan Tran is a Registered Principal with, and securities are offered through, LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Wealth Management, Strategic Financial Planning, Customer Service, Retirement, and 9 others.