Vinh Q Tran

Think of financial planning as similar to Google Maps. To get anywhere successfully, you first need to know where you are, where you are currently on track to go, and where you would like to end up and when. Not everyone will take the same route. Not everyone will drive the same vehicle on the way there; sometimes you’re in a family-friendly minivan, sometimes you’re in a two-seat sports car.

This is Vinh Tran’s analogy when potential clients ask about his work as a financial advisor. He will serve as a GPS — outlining a personalized route for them. He helps his clients plan for their long-term financial futures, creating specialized plans based on their unique goals and situations.

As a child, Vinh saw his parents often working three or four jobs each to build a better life for themselves and their family. Seeing how much his parents sacrificed, Vinh decided to learn how to earn money efficiently, effectively, and passively. He received a degree in both economics and management from the University of North Carolina at Chapel Hill (UNC-CH), and has been securities licensed since the age of 25. Now, with 16 years of experience, Vinh is passionate about helping his clients build wealth and a legacy for themselves and their families. Vinh’s inspiration for running his practice is simply to serve and love others well.

Vinh’s faith is his core value, and it is what brought him and his wife, Erin, together. They have two beautiful children together. In his free time, he enjoys sampling and sharing his passion for bourbon and whiskey, hunting and fishing, and exploring his interest in cars. 

Vinh learned the value of dedication and hard-work during his time growing up and seeing the work ethic of his parents who were 1st generation Asian Americans and refugees from the war.

Vinh then spent all 4 years of his undergraduate studies in the ROTC program at UNC-CH before ultimately deciding to join the local police department after graduation. The time spent in the military and law enforcement arena prior to joining the Financial Industry in 2008 further developed his wish to serve the community as well as gave him the discipline to start his own practice.

Education

University of NC - Chapel Hill, Economics (Bachelor of Arts)
University of NC - Chapel Hill, Management (Bachelor of Arts)

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.