Cfp® Yen Truong

Yen Truong, CFP®, has a diverse work experience that spans multiple companies and roles. In their current position at CAPTRUST, they work as a Specialist in Financial Planning. Prior to this, they held the role of Senior Associate in Financial Planning at CAPTRUST from 2021 to 2022. Yen also gained experience at Genovese Burford & Brothers (now CAPTRUST), where they served as a Financial Planner from 2020 to 2021 and as an Advisor Support Associate from 2017 to 2020. Earlier in their career, they worked as an Operations Specialist at State Street in 2017. Yen also has experience as a Volunteer Tax Preparer at Volunteer Income Tax Assistance from 2015 to 2016 and as a Peer Mentor at the First Year Experience Program in 2015. Yen started their professional journey as a Student Assistant at Santa Rosa Junior College in 2013. Yen's work experience encompasses various financial planning and support roles, demonstrating their expertise in the field.

Yen Truong, CFP®, has a diverse education history. They began their academic journey at Santa Rosa Junior College from 2012 to 2014, though no specific degree or field of study is provided.

Yen Truong then pursued a Bachelor's Degree in Financial Planning at California State University-Sacramento from 2014 to 2016. This degree allowed them to gain knowledge and expertise in the field of financial planning.

In 2016, Yen Truong obtained the Microsoft Office Specialist Excel 2016 certification from Microsoft, showcasing their proficiency in using this software for financial analysis and data management.

Continuing their education for professional development, Yen Truong obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in June 2019. This certification demonstrates their comprehensive understanding of the principles and practices of financial planning.

Yen Truong is currently pursuing a Master of Science in Finance degree at California State University-Sacramento, which is expected to be completed by 2023. This higher level of education will further enhance their knowledge in financial management and provide them with advanced skills in financial analysis and decision-making.

Additionally, Yen Truong achieved the Series 7 certification from FINRA in April 2022. This certification qualifies them to work as a general securities representative and expand their expertise in the securities industry.