Michelle’s Approach
Michelle P. Tran
CFA®
Financial Advisor
Overview
Michelle Tran is a financial advisor at our Beaverton, Oregon, office. A Chartered Financial Analyst® (CFA®), she focuses on helping individuals and families build thoughtful financial plans intended to support long-term growth, protection, and confident decision-making around their wealth. Michelle started working at Savant in 2026 when North Ridge Wealth Advisors joined the firm.
She previously served as a wealth advisor at North Ridge, where she worked closely with high-net-worth professionals on comprehensive financial planning strategies tailored to their goals and values.
Michelle holds a bachelor’s degree in finance and economics from Pacific University in Forest Grove, Oregon. She has been featured on Fee-Only Network for her work in client-centered financial planning.
Her professional interests reflect a broader passion for financial well-being and lifelong learning. She supports FinAbility, reading with her amateur book club, and dragging her family on long walks. She also appreciates time spent at the Oregon coast and hopes to one day visit every state.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Pacific University
Bachelor of Science in Finance and Economics
Professional Designations
- Chartered Financial Analyst®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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