Advisor profile


My approach

Huong Tran - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Huong Tran - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance
  • Women's Financial Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. Psychology, Carleton College

Interests

I enjoy travel, hiking, cooking, the theatre, and watching movies.

The highlights of my summers are road trips with my husband and children to visit and camp in our country's beautiful national parks.

My three children are very involved in music and theatre in their schools and our community, and I love watching them perform.

Community participation

Habitat for Humanity - Greater Fox Cities: "Volunteer of the Year", 2019

Previous experience

  • Paraplanner, Ameriprise Financial, 2006-2007, Plantation, FL
  • Financial Advisor, American Express Financial Advisors, 2000-2004, New Brighton, MN