Anh Thu Tran, CFP®, MBA Women's Wealth

About Anh Thu Tran, CFP®, MBA

I help single women gain greater clarity, control, and confidence in their finances so they can live life on their own terms.

I am you. My journey into personal finance started unexpectedly more than 20 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He ended up selling them expensive load funds (5.75%) that further enriched him while hampering their returns. After a year and a half, I caught on and made the tough decision of letting him go and overseeing our family’s finances myself.

As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security. Why?

While there are still a number of social, professional, personal, and psychological biases that hold us back, we are far from helpless. Never have we been better positioned to save ourselves.

We have many of the resources we need to further secure our financial well-being. And, money is just one of them. As with any resource, money has its own energy. I can teach you to harness it more efficiently. In so doing, you can transform money from being the wind in your face to the wind on your back. This will help you go quicker, farther, and with less effort.

Our society often equates money with wealth. While there is overlap, in my mind, they are different. Money is the means to live life on your own terms.

Wealth, however, is the recognition that a life well-lived includes taking care not just ourselves, but also our families and our communities.

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Recently Published

Capitalizing on a bear market caused by a black swan

March 26, 2020

For those who are fiscally responsible and patient, the current bear market represents great short-term risk and potentially greater long-term reward.

The post Capitalizing on a bear market caused by a black swan appeared first on Women's Wealth.

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Boring habits and mindset of self-made women millionaires

March 12, 2020

By consciously living small, self-made women millionaires are able to create big lives lived with confidence and peace of mind.

The post Boring habits and mindset of self-made women millionaires appeared first on Women's Wealth.

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Oprah’s career advice: Step up

February 27, 2020

Speaking to students at Stanford Graduate School of Business, Oprah's career advice runs counter to conventional wisdom. Focus on being before doing. Step up rather than lean in.

The post Oprah’s career advice: Step up appeared first on Women's Wealth.

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Ideal Clients

  • Single Women
  • Women in Transition
  • Women Professionals

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $3,000+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 0.60%

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