Christian Tran | Financial Advisor | Los Gatos, CA | U.S. Bancorp Wealth Management

financial advisor in Los Gatos Christian Tran

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
127 North Santa Cruz
Los Gatos, CA 95030

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Los Gatos area. My experience in the financial industry started in 2006. I hold a Bachelor of Science degree in business from San Jose State University and a Master of Business degree in management from the University of Phoenix. I am fluent in Vietnamese. California Insurance License #0E98662.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I am involved with California Lawyers for the Arts. In my free time, I enjoy tennis, basketball and spending time with family.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.