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

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
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