Linhvien Tran

Senior Vice President, Senior Financial Advisor
560 South Winchester Blvd
San Jose CA 95128
(408) 554.7912
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Profile

Linhvien has been working with high net worth individuals, families, senior-level executives, business owners and corporations in the financial industry for 18 years. She began her career as a Financial Advisor at Merrill Lynch Wealth Management in 2006. With Linhvien’s relationship-oriented style, she strives to fully understand her clients’ specific situations and goals to help them pursue their short- and long-term goals by delivering customized advice and guidance. She cares deeply about her clients financial futures and this guides her decision-making process.

Linhvien holds the Chartered Retirement Planning Counselor, CRPCTM designation. She graduated from University of California, Riverside with a Bachelor of Science degree in Business Administration. Linhvien and her husband, Thach, reside in San Jose with their three sons. In her favorite “away from the office” moments, Linhvien enjoys traveling and playing sports (especially volleyball).

Recognition
Forbes "Top Women Wealth Advisors Best-in-State", 2022
(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2021
(Published on October 12, 2021. Rankings based on data as of Mar 31, 2021.)
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About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Linhvien Tran is registered to do business in CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, MA, MD, NC, NJ, NM, NV, NY, OR, TN, TX, UT, VA, WA.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.