Nhan Tran, Cfp®

Nhan Tran, Cfp® Email and Phone Number

Associate Portfolio Wealth Advisor at Resource Consulting Group @ Resource Consulting Group
orlando, florida, united states
Nhan Tran, Cfp®'s Location
Orlando, Florida, United States, United States
Nhan Tran, Cfp®'s Contact Details

Nhan Tran, Cfp® work email

Nhan Tran, Cfp® personal email

About Nhan Tran, Cfp®

Founded in 1988, Resource Consulting Group is a fee-only financial planning and investment advisory practice serving high-net-worth clients in the Central Florida area. Our wealth advisors use disciplined, academic-based investment practices to help you build — and lead — your ideal life. For additional information and disclosures, please visit: https://resourceconsulting.com/

Nhan Tran, Cfp®'s Current Company Details
Resource Consulting Group

Resource Consulting Group

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Associate Portfolio Wealth Advisor at Resource Consulting Group
orlando, florida, united states
Website:
resourceconsulting.com
Employees:
24
Nhan Tran, Cfp® Work Experience Details
  • Resource Consulting Group
    Associate Portfolio Wealth Advisor
    Resource Consulting Group Jan 2024 - Present
    Orlando, Florida, United States
    Nhan is an associate portfolio wealth advisor. She is a CERTIFIED FINANCIAL PLANNER® professional and completed Level I of the Chartered Financial Analyst® program in 2023. She works closely with clients and other professionals in designing, implementing, and monitoring clients' financial plans. Nhan also manages clients' investment portfolios and is involved in evaluating the firm's investment portfolios, programs, policies, and philosophy and researching investment products and solutions.
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Nhan Tran, Cfp® Skills

Research Excel Team Leadership Supply Chain Management Powerpoint Minitab Microsoft Word Sharepoint Teamwork Onenote Netx360 Regression Analysis Training Customer Service

Frequently Asked Questions about Nhan Tran, Cfp®

What company does Nhan Tran, Cfp® work for?

Nhan Tran, Cfp® works for Resource Consulting Group

What is Nhan Tran, Cfp®'s role at the current company?

Nhan Tran, Cfp®'s current role is Associate Portfolio Wealth Advisor at Resource Consulting Group.

What is Nhan Tran, Cfp®'s email address?

Nhan Tran, Cfp®'s email address is nh****@****ail.com

What are some of Nhan Tran, Cfp®'s interests?

Nhan Tran, Cfp® has interest in Traveling, Writing, Photography, Reading.

What skills is Nhan Tran, Cfp® known for?

Nhan Tran, Cfp® has skills like Research, Excel, Team Leadership, Supply Chain Management, Powerpoint, Minitab, Microsoft Word, Sharepoint, Teamwork, Onenote, Netx360, Regression Analysis.

Who are Nhan Tran, Cfp®'s colleagues?

Nhan Tran, Cfp®'s colleagues are Bethany Kolacsky, Fpqp, Natalie Campese, Cfp®, Set Carpintero, Cfp®, Ea, Mike Masur, Andrew F. Colombino, Nicole Rutledge Regilio, Cfp®, Kimberly Sterling Cpa, Cfp®.

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