Speakers

 

Long Tran, CFP
Senior Vice President, Sr. Wealth Manager
Lido Advisors

Long Tran is an SVP, Senior Wealth Manager with Lido Advisors and serves the firm’s HNW clients throughout the Bay Area and Pacific Northwest. Prior to joining Lido, he served as an advisor at both RIAs and wirehouses working with clients to help them achieve their goals. Long also brings deep institutional knowledge regarding portfolio constuction and alternative investments from his experience working with pension funds, foundations, and family offices. Long holds his Series 66 and is a CERTIFIED FINANCIAL PLANNER™. Originally from Southern California, Long now resides in Oakland with his beloved goldendoodle, Emmy.