RT
CFP
RT
CFP

Roger George Tran

5 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Loading...

Location

Pittsburg, CA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

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
November 2025 - Present · 3 mos
Core Planning
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Facet
September 2019 - December 2023 · 4 yrs 3 mos
Grove
March 2019 - September 2019 · 6 mos
State Registrations2 states
CAMO
Advisor
Exams
No exam information available for this advisor.