Education
- San Francisco State University, B.S.
Richard Truong
I joined the firm in 2019, bringing over 10 years of experience in financial services. In my role as Client Service Associate, I enjoy getting to know our clients and assisting them with a variety of financial chores. I also help execute investment transactions and perform operational duties behind the scenes.
I began my career with JP Morgan Chase Bank in 2008. I worked as a teller, then operations supervisor, and eventually as a personal licensed banker. Then, wanting to work in an environment where I could be more responsive to client needs, I joined a registered investment advisor firm, where I managed the client-service operations team.
Away from work, I enjoy spending time outdoors, getting lost travelling with my wife in unfamiliar places, and making time for family and friends.