CA Insurance #0C16702
Tu Tran is the founder of Crosspoint Financial.
Tu is a financial industry veteran of nearly two decades and is known for his ability to listen to his clients in order to understand their situation and help them achieve their goals through a comprehensive financial planning process and asset management.
His mission is to make a positive impact in everyone's life that he encounters whether or not his client. He knows TRUST is not easy to give and is even harder to earn. His EVERY DAY goal is to be your trusted resource when it comes to financial matters. He believes everyone only has one life; therefore, he is dedicated to helping clients understand their financial options, eliminate their worries so they can live their lives to the fullest.
He's been married to his wife Anh for 13 years and together they have three young children, Dylan, Ryan and Allyson. Anh is a middle school science teacher in Orange County. They met at UCLA. Most of their free time is devoted to their children's school and church activities.
Graduated from California State University of Fullerton with a major in Business Administration.
Small business owner for several years and decided to try part time employment in the financial industry with Ameriprise Financial in 1993 and stayed for 24 years. Moved to Orange County in 2012 and joined Tu Tran's practice as his Office Manager.
I work closely with Tu to manage your overall financial accounts and am available to answer questions and provide information as it relates to servicing your accounts. I am responsible for implementation of new business processes and general office administration to create a positive client experience.
I'm actively involved in the Los Angeles West Coast Swing Dance Club as Treasurer and Membership Chairperson and love to dance.
Graduated from California State University of Fullerton in January 2017 with a degree in Business Administration and a concentration in Finance.
I have worked with Tu since 2014 as his Client Service Coordinator. As such I contact our clients to schedule meeting and/or phone calls. I can be a resource to clients regarding website login and most technological issues. I also assist Tu in preparing client financial plans. As part of this process I send Annual Review Data Sheets to our clients which enable us to update their financial data. I am an assistant to our Office Manager Karen as well in processing new account applications, etc.
I enjoy spending time outdoors with my family and friends.