Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.
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.
"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
Financial success stories are built on personal relationships and unparalleled service. At Crosspoint Financial you can expect:
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.