Roger Tran

Lead Planner

Roger Tran is a Lead Planner at Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ Professional with 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)

"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!