Viet T. Truong

Director of Financial Planning Technology Services



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"The world is incredibly complex, and managing your financial life can be incredibly hectic, challenging and (sometimes) can be quite daunting. Our hope is that we can help shed come light on your financial life, providing the necessary comfort and reassurance that you and your legacy will be set on the correct path."

Viet is not new to the financial world – his mother worked over 20 years as an assistant to another financial planner, so he became well-versed in how to succeed in this business at a young age. Viet attended Texas A&M University where he received a Bachelor's of Science degree in Economic Theory and a Minor in Business.

Viet has his Illinois Life and Health Insurance License.

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