andrew tran

Andrew S. Tran CPFA®

626-227-9988
Wealth Management Associate
 
Andrew has 15 years of experience in the financial services industry.  Prior to joining TYWL Wealth Advisors, Andrew was with Morgan Stanley’s Consulting Group where he developed customized financial plans and asset allocation strategies on clients' portfolios.  Prior to Morgan Stanley, he worked in the financial planning team with Ameriprise.  Andrew also has extensive banking experience as a Mortgage Consultant at Wells Fargo as well as retail banker at Chase and Citibank.  Andrew has passed the FINRA Series 7 and 66 exams, and holds the CA Life and Health Insurance license.