Lan Tran - Email & Phone Number

MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™ at The Wealth Consulting Group

Lan Tran is based out of Cupertino, California, United States and works at The Wealth Consulting Group as MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™.

Lan Tran's Contact Information

Lan Tran's Work email

l*****@wealth***.com

Valid

Latest update

October 14, 2025

Location

Cupertino, California, United States

Lan's current employer

The Wealth Consulting Group

Description

Welcome to The Wealth Consulting Group (WCG). Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished ...

Website

wealthcg.com

HQ Location

Las Vegas, Nevada, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about The Wealth Consulting Group

Frequent questions about Lan Tran

What company is Lan Tran working for?

Lan Tran works for The Wealth Consulting Group.

What is Lan Tran's function at The Wealth Consulting Group?

Lan Tran is MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™ at The Wealth Consulting Group.

Where is Lan Tran based?

Lan Tran is based out of Cupertino, California, United States.

What is Lan Tran's work email address?

Lan Tran's professional email address is l*****@wealth***.com

Who are Lan Tran's co-workers?

Lan Tran's colleagues are Jimmy Lee, Ian Jones, Maria Lee, Clinton Akerberg, Cheryl Constantino, Jack Ewing, Mike Personal, Jeremy Anderson, Alissa Todd, Mark Starr, William O'Connell, Brian Foley, Laura LaTourette, Matthew Pierce, Amber Kodad, Andrew Odaniell, Brandon Danziger, John Stewart, Anna Ricci, Darlene Shipe, Anthony Turcotte, Kyle Soscia, Christopher Adajar, Jackie Akerberg, Megan Wilsey, Tony Brewer, Steve Odendahl, Adriane Lowe, Christian Chasey, Brittany Damico, Rosemary Richard, Lisa Mitrovich, Jim Worden, Kim In, Marlo Stil.

Lan's co-workers

Jimmy Lee

Founder and CEO

Ian Jones

Partner, Personal CFO

Maria Lee

Client Operations Coordinator/ Office Manager

Clinton Akerberg

Managing Partner, Personal CFO

Cheryl Constantino

Partner, Personal CFO

Jack Ewing

CFO

Mike Personal

Managing Partner & Personal CFO

Jeremy Anderson

Personal CFO

Alissa Todd

Financial Advisor, Personal CFO

Mark Starr

Personal CFO, Wealth Advisor

William O'Connell

VP, Personal CFO

Brian Foley

Trading Department Manager & Research Coordinator

Laura LaTourette

Personal CFO

Matthew Pierce

Director of Research & Trading

Amber Kodad

Director of Financial Planning/Advisor Resource Center

Director Of Operations

Anna Ricci

Director of First Impressions & Marketing Associate

CERTIFIED FINANCIAL PLANNER™ professional

Christopher Adajar

Partner - Wealth Advisor

Co-Chief Compliance Officer

Adriane Lowe

Certified Financial Planner

Christian Chasey

Wealth Manager, Partner

Brittany Damico

Business Development Specialist

Rosemary Richard

Chief Compliance Officer

Lisa Mitrovich

Senior Operations Manager

Jim Worden

Chief Investment Officer

Kim In

Executive Assistant

Marlo Stil

Mananging Partner, Registered Assistant

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.