Who We Are
Veritable Financials was founded on the principle that people live their best lives when they feel free. Free to make decisions, free to make changes, free to experiment with different options.
Having worked on both Wall and Main Street, Veritable’s founder Victor Tran wanted to create a firm that offered clients a boutique experience. Clients at Veritable appreciate feeling like someone is genuinely looking out for them. They want to trust that someone has their best interest at heart, hence how the name Veritable Financials came to be.
Victor Tran, CFP®
Victor is a Certified Financial Planner with a strong foundation in comprehensive financial planning and investment management. Victor has been in financial services since 2015 having worked at AXA Advisors, Merrill Lynch, and PNC Wealth Management. Clients gravitate towards Victor because of his ability to simplify complex financial concepts with a strong call to action.
Being the son of refugees, Victor was shown at an early age what it means to build a strong financial foundation. Your family and health are the most important things in your life, with your finances right behind it. Victor saw how financial decisions can impact the others, and sought out to help people take control of theirs.
Victor enjoys traveling and staying physically active. The world has so much to show us, so he aims to experience as much as he can.
Victor Tran, CFP®
Victor is a Certified Financial Planner with a strong foundation in comprehensive financial planning and investment management. Victor has been in financial services since 2015 having worked at AXA Advisors, Merrill Lynch, and PNC Wealth Management. Clients gravitate towards Victor because of his ability to simplify complex financial concepts with a strong call to action.
Being the son of refugees, Victor was shown at an early age what it means to build a strong financial foundation. Your family and health are the most important things in your life, with your finances right behind it. Victor saw how financial decisions can impact the others, and sought out to help people take control of theirs.
Victor enjoys traveling and staying physically active. The world has so much to show us, so he aims to experience as much as he can.
Emily Allen, CFA
Emily Allen is a Chartered Financial Analyst® professional who developed her expertise at respected firms such as Summit Private Wealth. With a strong foundation in investment analysis, portfolio management, and market strategy, Emily brings a disciplined, research-driven approach to helping clients navigate complex financial decisions.
Veritable Financials is dedicated to guiding individuals and families through tailored strategies designed to build, preserve, and transition wealth over time. Operating within an independent model, Emily prioritizes transparency, adaptability, and solutions that are aligned with each client’s financial objectives.
Rooted in trust and long-term partnership, Emily offers a thoughtful, modern perspective for those seeking a more strategic and investment-focused approach to wealth management.