YEN TRUONG, CFP®

(916) 269-0810 | Email Yen

My philosophy

Yen works closely with the financial advisors to improve productivity and the services provided to clients. She assists the advisors in constructing retirement analysis, presenting the analysis to clients, reviewing accounts to determine need for allocation changes, and providing trading support. Yen received her CFP® designation in 2019.

My Interests

Spending time with my beloved ones
Getting involved in community activities
Watching soccer

My Qualifications

Bachelor of Science in Finance, Graduating Cum Laude, California State University, Sacramento (2016)

My Involvement

Financial Planning Association, Member
Junior Achievement, Volunteer

My Experience

2017 – Present, Genovese Burford & Brothers
2016, VALIC Financial Advisors