Long Tran
Client Advisor
“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.”
Long Tran
Client Advisor
“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.”
Long Tran
Client Advisor
“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.”
Long Tran
Client Advisor
“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!
Contact Information
Office Location: San Francisco, CA; Portland, OR; Seattle, WA
Email: ltran@nullmissionwealth.com
Direct Line: (415) 825-0058
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!
Specializations
Contact Information
Office Location: San Francisco, CA; Portland, OR; Seattle, WA
Email: ltran@nullmissionwealth.com
Direct Line: (415) 825-0058
Career Highlights
Prior to joining Mission Wealth, Long worked as an associate advisor with The Pidgeon Group of Wells Fargo Advisors, where he helped clients in all aspects of investment management services. He also held a position with Canterbury Consulting in Newport Beach as an investment analyst, and spent four years providing direct support to an investment advisor at Ameriprise Financial in Santa Barbara.
Career Highlights
Prior to joining Mission Wealth, Long worked as an associate advisor with The Pidgeon Group of Wells Fargo Advisors, where he helped clients in all aspects of investment management services. He also held a position with Canterbury Consulting in Newport Beach as an investment analyst, and spent four years providing direct support to an investment advisor at Ameriprise Financial in Santa Barbara.
Community Involvement
Long enjoys giving back by volunteering with the San Francisco chapter of Minds Matter, where he has the opportunity to mentor underserved, academically-driven youth.
Personal Pursuits
Long grew up in Orange, CA, and currently resides in the Richmond District of San Francisco. He enjoys traveling and cooking, and is an avid scuba diver and snowboarder.
Education
Bachelor of Arts in Business Economics, with an emphasis on Accounting, from the University of California, Santa Barbara (UCSB)
Long Recommends
Community Involvement
Long enjoys giving back by volunteering with the San Francisco chapter of Minds Matter, where he has the opportunity to mentor underserved, academically-driven youth.
Personal Pursuits
Long grew up in Orange, CA, and currently resides in the Richmond District of San Francisco. He enjoys traveling and cooking, and is an avid scuba diver and snowboarder.
Education
Bachelor of Arts in Business Economics, with an emphasis on Accounting, from the University of California, Santa Barbara (UCSB)
Long Recommends