Thi Tran-Le

Financial Associate

Thi joined Financial Clarity as a Financial Associate in 2017.  Thi is very familiar with banking, moving money, and restricted stock.  A Silicon Valley native, Thi graduated from San Jose State University with a B.S. in Business Administration/Finance in 2011.  Prior to joining Financial Clarity, Thi was a Relationship Banker/Small Business Specialist with Bank of America.

Q: What past experiences help you relate to your clients?

When I was a Relationship Banker and Small Business Specialist at Bank of America, I worked directly with customers and small business clients to build relationships and tailor solutions for them.  Uncovering each client’s financial needs and recommending the best products, services and solutions really helped prepare me for the fast pace here at FCI.  The difference of course is now I benefit from more specialized training and development opportunities and will be able to obtain a professional qualification while I advance in my career.

Q: What do you enjoy outside of work?

I enjoy cooking, hiking, traveling, and planning weddings.  I am very passionate about exploring, learning new things, and helping others.