Yen Truong is a wealth management financial planner based in Sacramento, CA.
Yen joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm in Sacramento, CA.
In her role at CAPTRUST, Yen serves as a financial planning specialist responsible for providing wealth management services to individuals and families. Yen assists financial advisors in constructing retirement analysis, presenting the analysis to clients, reviewing accounts to determine need for allocation changes, and providing portfolio trading and implementation support.
Yen has been in the industry since 2017 and received her CFP® designation in 2019.
Education
- Master of Science degree in finance from California State University, Sacramento
- Bachelor of Science degree in finance from California State University, Sacramento
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Industry Involvement
- Member, Financial Planning Association
- Volunteer, Junior Achievement
