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.

Contact this advisor

Recently Published

Financial Organization: The value of simplicity

January 13, 2022

When organizing your finances, the value of simplicity is greater visibility, efficiency, and peace of mind.

The post Financial Organization: The value of simplicity appeared first on Women's Wealth.

Read the full post →

Estate Planning – Tips for having THE CONVERSATION with aging parents

December 2, 2021

Effective estate planning requires initiating an uncomfortable conversation(s) with aging parents about death and money. However, doing so will help parent and child navigate more successfully through an imminent transition.

The post Estate Planning – Tips for having THE CONVERSATION with aging parents appeared first on Women's Wealth.

Read the full post →

Characteristics of women who progress financially fastest

November 4, 2021

Three key characteristics of women who progress financially fastest are: they take responsibility; they're willing to look at the reality of their (financial) situation; they're willing to do the work.

The post Characteristics of women who progress financially fastest appeared first on Women's Wealth.

Read the full post →

Visit the blog →

Ideal Clients

  • Single Women
  • Women in Transition
  • Women Professionals

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $4000+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.50%

SEC Records

Loading...