About

Trandai Financial Solutions

Insurance, Simplified

Founded in 1998 by Angie Trandai, Trandai Financial Solutions was born first out of necessity and then for the desire to help others going through life's transitions and needing trusted financial advice.


In 1996, Angie made the decision to step back from her job as a successful chemical engineer at Procter and Gamble to focus on raising her two young daughters. With her husband, who was still working at that time, she had to figure out how to run a household with one less income and no prior financial training. She turned to a friend who was a financial planner and who would later become a mentor; together, they set up a successful budget and cash flow plan that enabled her to stay home, save for the children’s college, pay off the house and pay for retirement. As Angie learned more about the financial field, she saw how having the right financial knowledge can help people reach both their financial and personal goals.

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Our Mission

To provide innovative, personalized financial strategies that empower our clients to achieve their goals, protect their future, and live abundantly.

Your Team

Our Team is Family.

Angie, Chris, Tim, and Ann are siblings who came to America in 1979 as Vietnamese refugees. After coming to America, they all initially went to engineering school. After working as engineers for years and providing a foundation for their families, they were drawn to the next step of the American dream, to build a business and to help others reach their dreams. Christine, Angie’s daughter, carries on the next generation of this mission.

Our team’s diverse experiences help us think “outside of the box,” compared to typical financial advisors.


Our engineering backgrounds help us troubleshoot, analyze complex data, and keep in mind the big picture or end goal down the road.


Our family-centered approach grounds our relationship with our clients. We understand that life is full of ups and downs and recognize every family’s situation is unique. We actively listen, make sure you understand your financial plan, provide ongoing advice, and are by your side as your financial journey evolves.

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Angie Trandai

CFP®, RFC®

Founder and President


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Chris Trandai

MBA, CRPC®

Senior Financial Advisor


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Tim Trandai

MBA

Retirement Plan Associate

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Christine Phan

MBA

Operation Manager

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Recognized by Industry Leaders

At Trandai Financial strategies, we believe that great financial planning is built on expertise, innovation, and trust. Our commitment to helping clients achieve financial confidence has earned the recognition of respected business leaders, including Kevin Harrington—an original Shark Tank investor and entrepreneur. Pictured here with Angie and Chris Trandai, Kevin’s endorsement reflects our dedication to providing strategic, client-focused financial solutions that empower individuals, business owners, and professionals.

Let’s build a financial plan as unique as your journey. Contact Trandai Financial Solutions today and start turning your goals into reality. Get stared now.

Ready to Take the Next Step?