1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
- 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
Resources
Resources
2 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
Resources
4 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Resources
4 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
