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Licenses, Designations, Certifications and Degrees

Hong Tran

David Chung

Certified Financial Planner (CFP®)
Enrolled Agent
Series 65 (Uniform Investment Adviser) – Investment Advisor
2008 CFP® content specialist
2006 CFP® Annual Meeting panelist
Series 7 (General Securities Representative)
Series 66 (The Uniform Combined State Law Examination) – Investment Advisor
Real Estate Broker (California License # 01443158)
Series 7 (General Securities Representative)
Bachelor of Science in business administration with an emphasis in finance from California State University , Los Angeles
Peace Officer Standards & Training (POST) Level 2 Certification, Los Angeles County Sheriff’s Department Reserve Academy
Peace Officer Standards & Training (POST) Level 3 Certification, Los Angeles County Sheriff’s Department Reserve Academy

Carlos Perez

Otis Parsons Art Institute, Working Professional Associate of Arts Program, Los Angeles, CA
University of California at Berkeley Extension, DMA-Sanctioned Email and micro site optimization course, San Francisco, CA
Glendale Community College, National Emergency Medical Technician BLS Certification
Peace Officer Standards & Training (POST) Level 2 Certification, Los Angeles County Sheriff’s Department Reserve Academy
Ramsey Solutions Master Financial Coach Designation
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