MEET OUR TEAM

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AR Insurance #1957910
CA Insurance #0C16702

Founder

Tu Tran

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.

Education:
  • Tu holds the respected Certified Financial Planner designation, CFP® , which reflects his mastery of a broad range of financial planning topics.
  • He also holds the Chartered Retirement Planning Counselor, CRPC®, which reflects his understanding of retirement planning topics.
  • He holds a Bachelor's Degree in Economics from the University California of Los Angeles, UCLA.
  • He started his career in 1998 as an advisor with Ameriprise Financial.
On a personal notes:

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.

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Office Manager

Karen Smith

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.

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Client Service Coordinator

Christopher Deo

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.

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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.
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