Adero Partners
- Kevin Truong
Kevin Truong is a seasoned tax professional with extensive experience in managing complex tax needs for high net worth individuals and various entities. From January 2022 to October 2023, Kevin served as a Senior Tax Associate at Blockhus & Associates, where responsibilities included preparing intricate tax returns, ensuring compliance with tax laws, and developing tax strategies. Prior roles encompassed similar positions at Vista Wealth Management Group, Altum LLP, and a managerial role in accounting at The Corps, showcasing a strong background in tax preparation, compliance, and financial management. Kevin holds a degree in Economics and Accounting from UC Santa Barbara, further supporting a robust skill set in tax advisory and financial operations.
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San Jose, United States
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Adero Partners
We have been providing independent financial counsel to individuals and families since 1999. Clients throughout Silicon Valley to New York choose Adero Partners because of our Family CFO approach to their financial goals. Adero is driven to: - Provide world class investment results - Be transparent and act as a fiduciary for our clients - Create wealth plans that work - Work tirelessly to do what we commit to - Employ intelligent, passionate professionals Please visit our website to learn more about how we approach wealth management and meet some of our wonderful people. Bay Area • Santa Monica • Portland DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.
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