Long Tran, CFP®

SVP, Senior Wealth Manager

Long Tran joined Lido Advisors in 2022. He brings over ten years of comprehensive wealth management experience working with high net worth and ultra-high net worth individuals and families. Long offers deep institutional portfolio management knowledge and focuses on providing customized investment management and financial planning for clients.

Long started his career at Ameriprise Financial after earning a bachelor’s degree in business economics and accounting from the University of California at Santa Barbara. Prior to joining Lido, he also worked as an advisor at Mission Wealth and Wells Fargo Advisors. Long holds his Series 66 and is a CERTIFIED FINANCIAL PLANNER™.

Originally from Southern California, Long now resides in the Bay Area with his beloved goldendoodle, Emmy. He currently serves on the Associate Board of Minds Matter Bay Area, a non-profit organization focused on closing the opportunity gap for high achieving, low-income high school students. In his spare time, he is an avid snowboarder and scuba diver and loves traveling the world and experiencing new cuisines and cultures.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.