Preferred Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Preferred Wealth Management
Team photo for Preferred Wealth Management

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Advisors

Duc Tran

CRPC, APMA

Financial Advisor

Franchise Owner
Visit Duc Tran's website

Joseph Pates

CRPC, APMA

Financial Advisor

Visit Joseph Pates's website

Kyle Nakano

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kyle Nakano's website


Team

Aaliyah Pates

Assistant