Cindy Tran

Cindy brings rare experience to Wealth Elements, shaped by her work with high-net-worth families and individuals. Her deep understanding of how sustainable wealth is cultivated allows her to guide those beginning their financial journey, as well as those seeking to strengthen their family's financial future. Cindy’s insights empower clients to build lasting prosperity with confidence and clarity.

In her own words…

Growing up as one of five daughters, I was fortunate to have parents who instilled in us the importance of financial literacy and independence from a young age. Their values sparked my passion for helping others take control of their financial future.

I began my career in banking, where I spent nearly seven years assisting clients with their everyday financial needs. While I enjoyed supporting people through their financial journeys, I found myself seeking a deeper sense of purpose—one that would allow me to make a meaningful and lasting impact. That desire led me to financial planning, a career that has become my true calling.

As a financial adviser, I take a holistic approach to advice, considering not just the numbers but the full picture of my client’s life, values, and goals. Whether it’s planning for retirement, building wealth, or simply gaining peace of mind, I’m here to guide and empower my clients every step of the way.

Outside of work, you’ll often find me hosting dinners for friends and family. Cooking and baking bring me joy, and I love creating moments that bring people together.