2 months ago
Market Update | April 2021
The focus for 2021 has been three important shots into...
- 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
Wealth Management
VESTED Magazine
5 months ago
A Journey of Six Generations
When Chris Martin IV watches a musician playing the guitar...
Announcements
5 months ago
CAPTRUST Bolsters Northern California Presence with Addition of Genovese Burford & Brothers
GBB brings to CAPTRUST 36 new colleagues, including 17 financial...
Resources
5 months ago
Never a Dull Moment
In this installment of Investment Strategy, leaders from CAPTRUST’s Investment...
