Why Choose Us

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

Awesome Image


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

Awesome Image


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.

Awesome Image


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


Karen Smith

Office Manager