The Wealth Consulting Group
Lan Tran is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as the Managing Partner and Certified Financial Planner™ at The Wealth Consulting Group since January 2016, Lan previously held the position of Financial Advisor and Certified Financial Planner™ at Pau & Tran Wealth Management from May 1998 to January 2016. Earlier in the career, Lan worked as a Registered Representative at John Hancock Life Insurance Company (U.S.A.) and as a Mortgage Broker at First InterCity Mortgage / Pacific Guarantee Mortgage. Lan holds a Bachelor's degree in Finance and Real Estate from San Jose State University and a Certified Financial Planner designation from the College for Financial Planning, earned between 1996 and 1999.
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The Wealth Consulting Group
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .