Roger Tran is a CFP-designated registered investment advisor at Boldin Advisors, based in Pittsburg, CA, with 6 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors offers ongoing financial planning engagements for up to $6,000 annually. The fee may be negotiable based on the scope and complexity of services.
Boldin Advisors offers fixed financial planning engagements for up to $6,000. The fee may be negotiable based on the nature and complexity of the services.
Location
Pittsburg, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roger is the Executive Director of the Oakland Vietnamese Chamber of Commerce, dedicating evenings and weekends to the role. He also runs a side business, L'Argent Ventures, selling on Amazon and eBay, which takes a few hours per week.
Employment History
Current Registrations
Boldin Advisors
Core Planning
Previous Registrations
Facet
Grove
State Registrations3 states
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