Bank of America Private Client Advisor Trajan Sung

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Trajan Sung is a Private Client Advisor based in Newport Beach, California, providing personalized investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to tailor financial solutions. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA), Trajan offers comprehensive financial planning and investment management services. His practice is dedicated to serving individuals and families seeking to achieve their financial objectives.

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