financial advisor in Los Gatos Christian Tran
127 North Santa Cruz
Los Gatos, CA 95030
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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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office127 North Santa Cruz
Los Gatos, CA 95030
Secondary office14184 Blossom Hill Rd
Los Gatos, CA 95032
Secondary office1570 Grant Rd
Mountain View, CA 94040
Secondary office1550 El Paseo De Saratoga
San Jose, CA 95130
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.