Lan Tran CFP®

VP, Personal CFO

As a CERTIFIED FINANCIAL PLANNERTM 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