Sherlyn Tran

Client Operations Specialist

Sherlyn Tran, Client Operations Specialist


 “You gain strength, courage and confidence by every experience in which you really stop to look fear in the face. You can say to yourself, ‘I have lived through this horror. I can take the next thing that comes along.’ You must do the thing you think you cannot do.””
– Eleanor Roosevelt

Sherlyn the advocate.

Getting her hands on something new and sharing it with others is just part of Sherlyn’s DNA. As a financial paraplanner, she looks for opportunities to share what she herself has learned with others. A perfectionist, we can appreciate that Sherlyn likes “doing things right the first time” and we also admire her complete transparency.

Sherlyn the motivated.

Is there any physical activity Sherlyn doesn’t enjoy? From indoor rock climbing to a peloton ride or signing up to run her next 15k (that’s over nine miles!), Sherlyn has enough self-motivation for the entire team at TWA. While her personal interests are many, Sherlyn makes time to mentor local youth and volunteer at her local Vietnamese church. Prior to joining us, Sherlyn worked in personal banking and with a boutique CPA firm specializing in international tax. She studied at San Francisco State University and is also a Notary Public.

What Transitions means to Sherlyn, and vice versa.

Abiding by a personal mission to “always do what is best for the client,” Sherlyn is always searching to improve the lives of others around her by applying everything she has learned to any situation. Her dedication to prioritizing relationship and finding unique ways to connect with clients fits right in with the TWA approach.