Long Tran, CFP®
Wealth Manager
Long serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Long offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Long served as a Senior Wealth Advisor at a national investment advisory firm, where he provided comprehensive wealth management services to high-net worth and ultra-high net worth individuals and families.
Long received his Bachelor of Arts degree in business economics, with an emphasis in accounting, from the University of California, Santa Barbara. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
In his spare time, Long enjoys traveling, snowboarding, scuba diving and spending time with his beloved goldendoodle, Emmy.
Articles by Long Tran, CFP®
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