Young T. Tran

Young T. Tran

Stewardship Financial Group
8305 SE Monterey Ave Ste 220 G Happy Valley, OR 97086
Financial Professional
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About 

Young T. Tran

Preparing for the next step in life isn’t always easy. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself on getting to know each client to understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I am the Director of Vietnamese Markets and a Managing Partner at Stewardship Financial Group. Iam currently based out of Portland, Oregon, with more than ten years of industry experience. I received an MBA from DeVry University of California in 2007 and a Bachelor of Science in Computer Information Systems in 2001 from DeVry. I am proud of achieving a place in 2018 and 2019 as a Court of the Table member of the Million Dollar Round Table – a professional financial organization. I was the top Agent worldwide for two years in a row in 2018 and 2019, the Agent of the Year from 2011 through 2019 when I was at the Knights of Columbus. I received the Life Application Leader award in 2016, Associate to Insurance Leader Award in 2014 and 2016, Disability Insurance App Leader in 2013, 2014, and 2017 and the Long-Term Care App Leader Award in 2013, 2015, and 2016. I am a Presidential Club Member of the Supreme Knights Club. I enjoy reading and jogging. I also spend much of my time involved in the local community, with Helping Hands, Coats for Kids, Global Wheelchair Mission, Habitat for Humanity, Catholic Citizenship Essay Contest, March for Life, Special Olympics, Ultrasound Program, Christian Refugee Relief, and Pregnancy Center Support.

Licenses

Registered Financial Consultant (RFC)

Education

B.S in Computer Information Systems at DeVry University (1999-2001)
MBA in Project Management at DeVry University (2001-2007)

About 

Stewardship Financial Group

Being in financial control means you eagerly await life’s big moments to happen without stress. Talking about your financial future can seem overwhelming but that’s what Stewardship Financial is here for. We’ll help you prepare for each moment.

FIRM SEC/CRD #

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

Methods of Compensation

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Disclaimer

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.