skip to Main Content
1055 East Colorado Blvd, Suite 500 Pasadena, CA 91106 (626) 757-4323

Our Philosophy and Who We Are

Our Philosophy

Logic Wealth Management provides experienced and unbiased financial advice. Below are the core tenets that our company is based upon:

Alignment of Interest – Client trust is the most valuable asset of a company and we continually strive to align the interests of our company with our clients. We are a Registered Investment Advisor which means that we have a fiduciary duty to you. Our philosophy is to never accept outside commissions so that we focus our energies on what is best for you.

Capital Preservation – We understand how painful a steep drop in your financial portfolio can be, so we do not take more risk than is necessary to accomplish your goals. In order to have a successful financial plan, a top priority must be capital preservation.

Asset Allocation – Logic Wealth Management uses a written investment strategy to filter out the “market noise” and emotions so that we can implement our process in an efficient and systematic way. We believe that a sound financial plan with the appropriate level of risk and return is the best investment strategy over the long run.

Who We Are

Hong Tran, CFP® EA

Hong Tran, CFP® EA

Managing Partner

Hong Tran is responsible for the daily operations of the company’s financial planning services. Hong’s primary duties include portfolio management ….

David Chung

David Chung

Managing Partner

David Chung is responsible for the daily operations of the company’s financial planning services. David’s primary duties include research & analysis of portfolios….

Judy Chen

Judy Chen

Relationship Manager

Judy Chen is responsible for client relationship management. Judy’s primary duties include building and preserving trusting relationships with clients….

Back To Top