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Yen Truong, CFP®

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
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