ABOUT US

Why Choose Us

Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.

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INDEPENDENCE

As an independent Registered Investment Advisor, we are free from the biases and conflicts of interest.

As legal fiduciaries, we are bound to consistently place your interests above our own. Our fee-based compensation structure means that we succeed when our clients succeed.

Crosspoint is a Fiduciary.

"A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit." ~ dictionary.law.com

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WHAT CAN YOU EXPECT?

Financial success stories are built on personal relationships and unparalleled service. At Crosspoint Financial you can expect:

  • Your best interest is our highest priority.
  • We'll be here with you and for you under all market conditions.
  • We'll be patient with you as financial matters can be complicated.
  • Regular meetings to review your financial plan and portfolio.
  • Consistent communication including scheduled update calls, newsletters and e-mails.
  • Client events designed for appreciation and education.

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EXPERIENCE AND KNOWLEDGE

Tu Tran launched Crosspoint after nearly two decades of experience at Ameriprise Financial. He is a certified financial planner, CFP®.

Tu brings his experience and resources to a boutique financial advisory office. The firm is powered by sophisticated technology as well as the institutional investing platform of Fidelity Investments which provides open-architecture access to a nearly limitless investment choices. The result: World-class investment and financial guidance without Wall Street's conflict of interest.

Meet Our team

Tu Tran

Founder

Karen Smith

Office Manager

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Disclosure:

Crosspoint Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Crosspoint Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Crosspoint Financial, LLC unless a client service agreement is in place.
Crosspoint Financial, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Crosspoint Financial, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.