1 month ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 2021
- 916.924.7527
-
740 University Ave
Sacramento, CA 95825
Yen Truong, CFP®
Senior Associate,
Financial Planning
- Da Nang, Vietnam
- I Am Gifted, So Are You | Hidden Figures
- My sister and Mahima Klinge
- Mindset is everything
- Humility, discipline, integrity
Financial Advisors
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—where she assisted other advisors in constructing retirement analysis, presenting the analysis to clients, reviewing accounts to determine need for allocation changes, and providing trading support.
In her role at CAPTRUST, Yen serves as a senior associate responsible for providing wealth management services to high-net-worth individuals, families, and institutions. Yen has been in the industry since 2017 and received her CFP® designation in 2019.
Education
- 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
News & Resources
Announcements
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
