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Address:

6512 Tylers Crossing
West Chester, OH 45069

Phone:

513-289-4722

Our Team

 

 

 

 

 

 

 

 

 


 

 

 

 

 

Angie Trandai, CFP®, RFC®

Founder & President

Financial & Wealth Advisor

Angie is committed to helping her clients retire with confidence. She is a CERTIFIED FINANCIAL PLANNERTM. Angie earned a Bachelor of Science in Chemical Engineering from University of Illinois at Urbana-Champaign and worked more than 12 years at Procter and Gamble. With her education: "thinking out of the box" and "troubleshooting" skills, combined with her compassion of caring for others, she effectively develops SOLUTIONS to help her clients reach their goals.

There is heart in everything Angie does. Angie has been recognized into the prestigious rank of Stanford Who’s Who for her phenomenal work in the financial services industry. Throughout her brilliant professional career, Angie has routinely exhibited the passion, vision, and dedication necessary to be successful in helping others. She was awarded the Top Five Star Wealth Manager Award (2009-2017) in Cincinnati, OH.*

Angie is married and has two adult daughters. Her hobbies include cooking, eating foods around the world, and traveling. 

 

Chris Trandai, MBA, CRPC®

Financial & Wealth Advisor

Chris Trandai earned his Bachelor of Science in Electrical Engineering from Illinois Institute of Technology and his MBA from University of Chicago.  He has obtained the Chartered Retirement Planning Counselor designation. He focuses on retirement, risk management and wealth accumulation for small business owners, physicians, and corporate employees transitioning into retirement.

With his sister Angie, his goal is helping Chicago clients map out and implement a successful plan for retirement. Chris has his FINRA Series 6 (Investment Company and Variable Contracts Products Representative Qualification), 7 (General Securities Representative Qualification) and Series 66 (North American Securities Administrators Association Uniform Combined State Law) registrations and life insurance license.

He enjoys cooking, music, and travel with his family.


Tim Trandai, MBA

Tim earned his bachelor degree in Electrical Engineering from University of Illinois at Urbana Champaign and then Master degree in Business Administration from University of Indianapolis. 

Before entering the financial industry with his sister, Angie, Tim served as Quality Assurance Manager at many of the Fortune 500’s companies. He personally understood and experienced the needs, goals, and desires of those people heading into retirement age. 

With his life and health insurance license and is currently working on his Certified Retirement Planning Consultant, his goal is to educate clients and help them be successful well into their retirement years. 

Tim and his wife have been married for almost 25 years. They live in Austin, Texas with 4 sons. Tim’s hobby includes tennis, swimming, yoga, and volunteering to improve the community. 


Kim Han

Executive Administrative Assistant

As the Executive Administrative Assistant, Kim is the head of what goes on behind the scenes at our company managing compliance, office operations and client servicing.

She brings to our company experience from the real estate and mortgage industry.  She is licensed with life, health and annuties, and also holds a Bachelors of Science degree.

Originally from Canada, she’s lives in Orlando with her husband and three children. Of course being from Mickey-central state, she enjoys thrilling times at the theme parks, volunteering in the community with her kids, and also playing raquet sports.


Christine Phan, MBA

Junior Financial Advisor

Christine entered the family business after she earned her psychology undergraduate and master of business administration at Rollins College in Winter Park, Florida. She is licensed with life, health and annuities and is studying Series 65 (Uniform Registered Investment Adviser Law). She focuses on helping Millenials like herself with budgeting and finaical well-being. With her resilient personal story, she uses it as a catalyse to inspire others and is currently working on her memoir. 

She enjoys playing with her dog, hiking, listening to NPR podcasts, and reading. Also, she loves watching the Chicago Blackhawks in her spare time. 


*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 985 Cincinnati area wealth managers were considered for the award; 288 (29 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 918 considered, 368 winners; 2015: 1667 considered, 427 winners; 2014: 2082 considered, 483 winners; 2013: 1367 considered, 509 winners; 2012: 1265 considered, 477 winners.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck