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Giao (Zao) Tran, MBA, PFP

Giao (Zao) Tran, MBA, PFP

VP, Financial Planner

He graduated from California State Long Beach University (BSEE), then obtained the MBA degree and professional certifications in Project Management and Personal Financial Planning at University of California, Irvine. With over 30 years of experience, Giao has held roles at various senior management levels, including responsibilities of assisting the corporate executive team in overall business development and daily operations.

He has always had the passion of becoming a financial professional to manage his personal finance, as well as helping his loved ones to effectively handle their own finances. Working with FIT Planning Group allows him to practice that passion by assisting clients to successfully achieve their life goals through professional financial planning services.

Giao holds FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses. He is also a licensed Life and Health agent with the California Department of Insurance (Lic# 0L54192).