Long Tran
About Long Tran
Long Tran is an advisor at Compound Planning, specializing in financial management with access to top custodians and a broad range of investment strategies.
Long Tran - Advisor at Compound Planning
Long Tran joined Compound Planning in December 2023 as the 10th advisor of the year. As an advisor, Tran leverages extensive industry resources and partners to support clients comprehensively. He works closely with a team of financial, tax, and investment advisors, ensuring clients receive robust and holistic financial advice.
Long Tran's Financial Management Tools
Long Tran utilizes a client dashboard for financial management at Compound Planning. This tool helps in monitoring and managing clients' financial activities efficiently. With access to top custodians like Fidelity and Schwab, Tran ensures clients benefit from reliable and secure asset management solutions.
Long Tran's Expert Team and Resources
At Compound Planning, Long Tran is part of a team managing over $1 billion in assets under management. The team includes over 20 seasoned advisors and offers comprehensive support, including legal consultation, compliance oversight, marketing content & strategy, and operational support. This robust team environment helps to provide informed and compliant financial services.
Long Tran's Specialized Client Services
Long Tran works with in-house CPAs and tax experts to deliver specialized client services. He provides clients diversification across both public and alternative investment strategies and has access to estate planning partners through Compound Planning. This comprehensive approach helps to meet a wide range of client needs effectively.
Long Tran and Financial Advisor Transitions
Engaging in transitions for financial advisors joining Compound Planning, Long Tran plays a critical role in ensuring smooth onboarding processes. His involvement helps in integrating new advisors into the team, enhancing the company's ability to provide a consistent and high-quality service experience for clients.