Viet Truong

Senior Paraplanning Specialist at Goldstone Financial Group

Viet Truong is currently a Para Planner at Goldstone Financial Group, having previously worked as the Director of Financial Planning Technology Services at Amon & Associates. Before that, Viet was a Planning Coordinator at DeRose Financial Planning Group and a Case Manager at both Lincoln Financial Group and TEE & GEE Group LLC. Viet started their career as an Insurance Agent at Bankers Life after graduating with a Bachelor of Science in Economics from Texas A&M University.

Links

Previous companies

Lincoln Financial Group logo
Bankers Life logo

Timeline

  • Senior Paraplanning Specialist

    Current role

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