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!

• Retirees
• Independent women
• Business Owners
• Professionals

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.

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.

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.

Bachelor of Arts in Business Economics, with an emphasis on Accounting, from the University of California, Santa Barbara (UCSB)