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Thanh Tran

Thanh began his financial services career shortly after graduating from the University of Connecticut in 2011, where he majored in business. The decision to become a Financial Advisor was an easy one, as Thanh saw firsthand the importance of financial planning and how it can impact the way you live. Thanh was born to Vietnamese parents who immigrated to United States when he was less than a year old. Growing up, the conversation about savings, investments, taxes, and retirement was non-existent because his parents were not financially educated. Thanh’s passion for finance and helping others has led him to his dream career of providing families with a sense of clarity, confidence, and conviction in their personal finances.

 

Over the years, Thanh has been able to develop a deep understanding of the needs and financial planning concerns of the medical and dental community. Thanh has an older sister that is an MD and a younger sister that is a DDS, so he has personal ties to the world of a young Doctor. He has help many Doctors with everything from student loan repayment strategies to helping them buying their first practice.

Thanh resides in Connecticut and enjoys golfing, motorsports, and traveling in his spare time. He is passionate about “paying it forward”, so you can usually find him volunteering or hosting a fundraiser for a local non-profit organization.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4229559