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Anh Thu Tran (CFP®, MBA)

Anh Thu Tran focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

I help women gain greater clarity, control and confidence in their finances so they can live life on their own terms.

Additional Information

Professional Certification: CFP®

Education: 

  • Undergraduate: University of Notre Dame (Classics)
  • Graduate: Purdue University – MBA (Finance and Marketing)

Interests: Meditation, walking, gardening, food, art

NAPFA Start Date

April 17, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO Box 1522 Tacoma, WA 98401-1522 Phone: (206) 499-1330
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