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

Retirement Savings (Pt 2): Strategies for small business owners

April 1, 2021

For stable and successful small business owners, adopting a retirement plan is a great way to strengthen the business, attract and retain employees and diversify personal wealth.

The post Retirement Savings (Pt 2): Strategies for small business owners appeared first on Women's Wealth.

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Retirement Savings (Pt 1): Strategies for W-2 Workers

March 4, 2021

For W-2 workers, a simple and effective retirement savings strategy is to max out your tax-deductible 401k first and then your tax-free individual Roth IRA.

The post Retirement Savings (Pt 1): Strategies for W-2 Workers appeared first on Women's Wealth.

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Building wealth (Pt 2): Spend less and invest the rest

February 3, 2021

Building wealth requires that you spend less so that you have money left over to invest. Otherwise, you will likely work for the rest of your life.

The post Building wealth (Pt 2): Spend less and invest the rest appeared first on Women's Wealth.

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Ideal Clients

  • Single Women
  • Women in Transition
  • Women Professionals

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $4000+/engagement
  • Assets Under Management: 0.60%

SEC Records

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