Think of financial planning as similar to Google Maps. To get anywhere successfully, you first need to know where you are, where you are currently on track to go, and where you would like to end up and when. Not everyone will take the same route. Not everyone will drive the same vehicle on the way there; sometimes you’re in a family-friendly minivan, sometimes you’re in a two-seat sports car.

This is Vinh Tran’s analogy when potential clients ask about his work as a financial advisor. He will serve as a GPS — outlining a personalized route for them. He helps his clients plan for their long-term financial futures, creating specialized plans based on their unique goals and situations.

As a child, Tran saw his parents often working three or four jobs each to build a better life for themselves and their family. Seeing how much his parents sacrificed, Tran decided to learn how to earn money efficiently, effectively, and passively. He received a degree in both economics and management from the University of North Carolina at Chapel Hill (UNC-CH), and has been securities licensed by the age of 25. Now, with 16 years of experience, Tran is passionate about helping his clients build wealth and a legacy for themselves and their families.

Tran’s faith is his core value, and it is what brought him and his wife, Erin, together. They have two children together. In his free time, he enjoys sampling and learning about bourbon and whiskey, hunting and fishing, and exploring his interest in cars.