Young T. Tran

Credentials:
  • MBA

Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages: English, Vietnamese

Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I am the Director of Vietnamese Markets for MassMutual South Texas and am currently based out of Portland, Oregon, with more than 10 years of industry experience. I received an MBA from DeVry University of California in 2007 and a Bachelor of Science in Computer Information Systems in 2001 from DeVry. I am proud of achieving a place in 2018 and 2019 as a Court of the Table member of the Million Dollar Round Table – a professional financial organization.  While at the Knights of Columbus, I was the top agent worldwide for two years in a row in 2018 and 2019 and the Agent of the Year from 2011 through 2019. I received the Life Application Leader award in 2016, Associate to Insurance Leader Award in 2014 and 2016, Disability Insurance App Leader in 2013, 2014 and 2017 and the Long-Term Care App Leader Award in 2013, 2015 and 2016. I am a Presidential Club Member of the Supreme Knights Club. I enjoy reading and jogging but also spend much of my time involved in the local community with such organizations as Helping Hands, Coats for Kids, Global Wheelchair Mission, Habitat for Humanity, Catholic Citizenship Essay Contest, March for Life, Special Olympics, Ultrasound Program, Christian Refugee Relief and Pregnancy Center Support.

Education

B.S in Computer Information Systems at DeVry University (1999-2001)
MBA in Project Management at DeVry University (2001-2007)

Hobbies

Reading
Jogging
Community service
Church service

Affiliations & Memberships

Supreme Knights Club Member
Vietnamese Community of Oregon

Community Involvement

Helping Hands
Coats for Kids
Global Wheelchair Mission
Habitat for Humanity
Catholic Citizenship Essay Contest
March for Life
Special Olympics
Ultrasound Program
Christian Refugee Relief
Pregnancy Center Support

See Young’s Licenses and Disclosures

Contact Young

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MassMutual South Texas - Oregon

Satellite Office

8305 SE Monterey Ave Ste 220 G
Happy Valley, OR 97086

CRN202008-234829