Roger Tran

Director of Financial Planning

Roger Tran is a Director of Financial Planning at Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ Professional with over 12 years of experience in the financial services industry. Roger has worked in a multitude of roles from business banking and management, to financial planning and portfolio management at independent RIAs (registered investment advisor).

Outside of work Roger enjoys rock climbing, obstacle course racing (OCR), exploring foreign destinations, and spending quality time with friends and family.

Education: University of California, Davis (BS)

View my professional bio information and my Form ADV Part 2B

"It's kind of fun to do the impossible." - Walt Disney

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Get to know Roger

Utah snowboarding trip.

Personal photo of Aurora Borealis taken from Thingvellir National Park in Iceland.

Rock climbing at Pinnacles National Park.

I love challenges. Escape Room with the family (we set the new record for time)!

What's the last book you read?

The Outliers by Malcolm Gladwell.

What's your secret talent that no one knows about?

I am a credit card points hacker and deal hunter.

What are you currently watching on Netflix?

Money Heist.

If you could visit anywhere in the world you've never been, where would you go?

My next bucket list destination is New Zealand in pursuit of the Aurora Australis. Witnessed the Aurora Borealis in Iceland in 2015 and it was breathtaking!

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.