Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Duc huy Tran is a Certified Financial Planner™ and Investment Advisor Representative at Wealth Architects, LLC. Charles has experience in various industries including technology and financial services. Charles is dedicated to providing personalized financial planning and investment management services to individuals, families, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/28/2024 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
IA
Issued 08/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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