"The best part of my job is getting to know my clients and then helping them create a financial plan that helps them achieve their objectives and bring greater peace of mind."
Role at Mission Wealth
Long becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Spotlight on Long
In this interview, Long discusses how he traveled with his family as a child and how that cultivated his passion for adventure. He also reveals his favorite football team.
To read about our interview with Long, take a look at our Spotlight on the Team: Long Tran article!