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Duc Tran, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

Duc Tran

Financial Advisor

Franchise Owner
Preferred Wealth Management

An Ameriprise Platinum Financial Services® Advisor

26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Small Business
  • Retirement Plan Distribution
  • Estate Planning Strategies

Education

  • B.A., Business Administration, UC Riverside, Riverside, CA, 2000

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2017, 2018, 2020-2023
  • Preferred Wealth Management, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success, 2023

Previous experience

  • Financial Advisor, Wells Fargo Financial Network, LLC., 03/2010- 06/2012, Pasadena, CA
  • Financial Advisor, Citigroup Global Markets Inc.,, 05/2007- 04/2010, Alhambra, CA
  • Financial Advisor, Citicorp Investment Services, 01/2007- 05/2007, Alhambra CA
  • Financial Advisor, WM Financial Services, 04/2004- 10/2006, Arcadia, CA

Interests

  • Spend time with my wife and two children
  • Softball league
  • Woodworking
  • Cooking
  • Scotch tasting