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YEN TRUONG, CFP® Thumbnail


(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
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