Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger George Tran is a CERTIFIED FINANCIAL PLANNER™ professional who is currently registered as an Investment Advisor Representative in California and Missouri. Roger is a seasoned financial advisor, with over 16 years of experience in the industry. Currently, Roger works for Core Planning, LLC. Roger has a history of working with clients, from high-net-worth individuals to individuals other than high-net-worth individuals. The advisor specializes in providing financial planning, portfolio management for individuals, and also provides services for businesses. Roger has other business interests, including the Oakland Vietnamese Chamber of Commerce and L'Argent Ventures.
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.
Personalized portfolio management to meet individual financial objectives.
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
12/02/2024 - Present
Core Planning (Pittsburg CA)
Active
Inactive
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