Trung Lu, CFP

Wealth Advisor
Vancity/Credential Securities

Vancouver Downtown, Vancouver East

Contact
Phone 778.389.8897
trung_lu@vancity.com

As a Wealth Advisor, Trung provides each of his members with investment advice and solutions tailored to their unique financial goals and objectives. With more than 10 years of experience in the financial services industry, Trung specializes in providing his members with effective wealth advice. In particular, he enjoys working with members who are seeking guidance related to income, retirement and estate planning.

In addition to his Certified Financial Planner (CFP) designation, Trung is a Responsible Investment Specialist (RIS), which designates his expertise in socially responsible investing. Trung can provide investment options that align closely with his member’s values. Trung is firmly committed to developing long-term relationships with his members. He works with his members through their life change events to make sure their investment strategy and wealth plan continue to meet their specific needs.

Trung can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, fee-based investment accounts, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, and fossil fuel-free investment options.