Lan Tran

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.