About Young Tran

Young Tran is a Financial Services Professional with more than 10 years of industry experience.

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Young specializes in:

  • Guaranteed Lifetime Income

  • Wealth Preservation

  • Retirement Planning

  • Disability Income Protection

  • Long Term Care

  • Business planning

  • Financial Wellness

Young is proud of achieving his place as a Court of the Table member of the Million Dollar Round Table – a professional financial organization.  Young ranks in the top 1% of successful advisors in the financial industry worldwide.

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Accreditations:

  • MBA - Masters of Business Administration 

  • FIC - Fraternal Insurance Counselor

  • FICF - Member (Fraternal Insurance Counselor Fellow)

For Young, success comes from his ability to create a plan based on individual needs. He combines his knowledge and experience in the industry to analyze each situation then develops a custom strategy based on each individual, family, and business.

When discussing financial plans, trust is of the utmost importance. His record of awards and returning clients tell the story. 



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AWARDS:

  • #1 Financial Services Professional (worldwide) in the Knights Of Columbus Insurance Company for:

    •  2019

    • 2018

    • 2017

    • 2016

    • 2015

    • 2014

    • 2013

    • 2012

    • 2011

  • MDRT Member (Million Dollar Round Table is an international organization that recognizes the top 1% of financial professionals in the world)

    • Court of the Table Member 2019

    • Court of the Table Member 2018

  • Life Application Leader Award 2016

  • Associate to Insurance Leader Award 2016 & 2014

  • Disability Insurance App Leader 2017, 2014, & 2013

  • Long-Term Care App Leader Award 2016, 2015,  & 2013

  • Supreme Knights Club Member