Broker Check

Cupertino, California

Address: 

21070 Homestead Road, Suite 210
Cupertino, CA 95014

Phone: 

408-899-2688

Fax: 

408-899-2679

Suk Pau

VP, Managing Partner

suk@wealthcg.com

Suk began her career as a Financial Advisor in 1984 with Merrill Lynch, a Wall Street based investment firm. In 1998 she joined LPL Financial. Shortly after, she founded Pau and Tran Wealth Management. Suk provides holistic wealth management through her practice, and is committed to giving objective advice, and the highest quality of service to her clients. With over thirty years of experience as a financial advisor, Suk knows that the best way to serve her clients, is by first having a clear understanding of their goals and needs. She believes that utilizing the most appropriate investment strategies and products, means maximizing long-term potential, by minimizing unnecessary risk.

Suk’s ambition to become a Financial Planner began at age 14 when she moved to the United States from South Korea with her family. At that time, she saw many immigrant families who worked very hard, but lacked the adequate understanding of the financial system necessary to build true financial security. She decided that she wanted to help these people build wealth and work towards achieving the American Dream.

Suk truly values the concept of service, not just in business, but for her community as well. She is bilingual in Korean and English, is an active member of the San Jose Lions Club, and served as the Club’s fifth president.

In her free time, she enjoys reading, spending quality time with friends and family, traveling, and golf. She is an avid churchgoer, and is a wonderful mother, wife, daughter, and friend.

CA Insurance Lic. # OA56270

Suk Pau is a registered representative with LPL Financial.

Lan Tran, CFP®

VP, Personal CFO

lan@wealthcg.com

As a CERTIFIED FINANCIAL PLANNER™ Professional, Lan specializes in comprehensive wealth management for both individuals and closely held businesses. She received her Finance undergraduate degree from San Jose State University, started her financial advising career in 1995 with John Hancock, and joined LPL Financial as an independent advisor in 1998.

Lan’s experience also includes mortgage brokerage and banking since 1990. With ongoing education to strengthen her knowledge and skills, Lan is committed to provide superior service to her clients. She takes pride in her professionalism and integrity as her clients’ best interests are always placed first.

Lan is currently living in San Jose with her husband of 26 years and their two children, Nathan and Madison. Aside from outdoor activities & traveling with her family, she also loves antiques, writing & music. Lan’s family supports various non-profit organizations and helps out local charities with focus on assisting children and seniors whenever time permits.

CA Insurance Lic. # OB50063

Lan is a registered representative and offers securities through LPL Financial

Kim In

Administrative Assistant