LT
Linh Tran
Associate Director - Wealth Advisor at Certuity
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Work Experience
Associate Director - Wealth Advisor
May 2023 - Present · 1 years and 8 months
Nov 2015 - May 2023 · 7 years and 6 months
Director
Oct 2018 - May 2023 · 4 years and 7 months
Sr. Business Strategy And Planning Analyst
Nov 2015 - May 2023 · 7 years and 6 months
Company Details
11-50 Employees
Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
1295 US Highway 1 North Palm Beach, Florida 33408, US
Keywords
Wealth ManagementFamily OfficeMultifamily OfficeFinancial PlanningEstate PlanningLegacy PlanningOCIO ServicesInvestment Advisory
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