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About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Learn About Me
Steven Tran
Financial AdvisorBiography
With over a decade of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
Before entering the financial services industry, I graduated from California State University of Fullerton with a degree in Finance. Now an advisor with of Wells Fargo Advisors Financial Network, I take pride in working for a firm that puts you first. Away from the office, I also enjoy playing golf, tennis, snowboarding, and traveling.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
Planning for Retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Advisory Programs
I offer advisory programs in which a quarterly fee, assessed in advance, based on the assets in your account, replaces traditional commissions. Fee-based programs are not designed for excessively traded or inactive accounts.
Estate Planning Strategies
I can work with you and your other professional advisors – including your CPA and attorney – to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors.
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With over a decade of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
Before entering the financial services industry, I graduated from California State University of Fullerton with a degree in Finance. Now an advisor with of Wells Fargo Advisors Financial Network, I take pride in working for a firm that puts you first. Away from the office, I also enjoy playing golf, tennis, snowboarding, and traveling.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
Planning for Retirement
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Advisory Programs
I offer advisory programs in which a quarterly fee, assessed in advance, based on the assets in your account, replaces traditional commissions. Fee-based programs are not designed for excessively traded or inactive accounts.
Estate Planning Strategies
I can work with you and your other professional advisors – including your CPA and attorney – to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors.
PM-01242026-6829169.1.1
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.