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portrait of Sang V Tran
FINANCIAL ADVISOR

Sang V Tran

CFP®, CEPA®, AAMS™
12120 N Rockwell Ave Ste A, Oklahoma City, OK 73162opens in a new window
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About Sang

As a Vietnamese refugee, my life experiences have helped me to understand and appreciate the value of hard work and money. I know what it's like to lose everything and have to rebuild. My past experiences guide me in managing your family's financial matters and the importance it has on you and your family's future.

I received my M.S. in biomedical engineering, B.S. in chemical engineering and B.S. in economics from the University of Minnesota. I co-authored two patents related to the mechanical fastening system on HUGGIES® diapers. I also hold the CFP® certification and the CEPA® and AAMS™ designations. Outside...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesApril 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Minnesota,MinneapolisMaster of Science
  • Univ of Minnesota,MinneapolisBachelor of Science

Personal Interests

  • Cooking
  • Electronics
  • Movies & Entertainment
  • Spending Time with Family
  • Technology

Team Members

  • Jenni Hillman
    Branch Office Administrator
  • Thao Hoang
    Branch Office Administrator
  • Amy Robinson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(405) 720-6596

Fax

(888) 270-3414

Office Address

12120 N Rockwell Ave Ste A
Oklahoma City, OK 73162opens in a new window

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