Thomas Tran, M.S., CFP®, CRPC®

As a Certified Financial Planner™, Thomas brings expert financial experience, working with families, business owners, and nonprofit entities through comprehensive financial planning and asset management alongside an emphasis on sustainable investing & philanthropy.

Thomas received his Masters of Science in Personal Financial Planning from the College for Financial Planning in 2020 and his Bachelor of Business Administration from the University of Minnesota Duluth in 2018. During his undergraduate program, he studied at Linnéuniversitetet in Växjö, Sweden, proudly labeled as the “Greenest City in Europe.”