Michelle Tran, CFA

Wealth Advisor
The Hiker

Hi, I'm Michelle Tran. I’m a Wealth Advisor at North Ridge Wealth Advisors. I help individuals and families create plans to grow, protect, and enjoy the financial assets they have worked so hard for.

Qualifications

  • B.A. in Finance and Economics, Pacific University

  • Chartered Financial Analyst (CFA)

  • Almost a decade of experience advising high-net-worth professionals

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Why financial planning?

I've always been drawn to careers that combine analytical thinking with meaningful human connection. While I love working with data and numbers, I wanted something more personal than endless spreadsheets. Financial planning became the perfect blend—using quantitative skills to guide clients through strategic decisions that align with their values and goals. There's deep fulfillment in helping people navigate these pivotal choices.

Why me?

Just like a great hike requires planning your route and navigating unexpected terrain, smart financial planning helps you map out your goals and stay on track toward your destination. Your financial planner is like that experienced hiking guide who knows the best trails and can help you avoid the pitfalls, making sure you enjoy every step of your financial journey.

My Favorite…

  • Book – The Psychology of Money

  • Place in Oregon – Cannon Beach

  • Cause – FinAbility

  • Bucket List Item – Visit every state

  • Croissant in PDX – Nuvrei

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 If you're ready to work with someone who combines serious financial expertise with an adventurous approach to life and client relationships, let's talk.