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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Nguyen Tran CRPC®

Founder & Financial Advisor

(949) 413-8387

Schedule with Nguyen

Nguyen Tran has worked in financial services since 2004. To better service his clients, he started Win Wealth Solutions in 2016 as an independent financial planning firm that partnered up with some of the best firms and solutions providers across multiple industries.

Backstory: Nguyen and his family fled Vietnam when he was a baby. His family spent 2 years in a Philippine refugee camp before making their way to America. Like most immigrants, Nguyen's parents hoped for a better life for their children. His father was an orphan at around 12 years old after witnessing the violent death of his mother, while his father died 10 years before; due to an illness. Perhaps, with better health care, they would still be alive. As a first-generation immigrant, he hopes to hear your story, hopes and dreams. His purpose is to help find a better solution to your situation. Life can change on a dime; he will provide that ear to listen, and help you show off your resiliency to adapt to those changes. His willingness to utilize technological innovations will help deliver a unique blend of expertise and care to you, your family, and your community. He will seek out learning, so he can provide you with a more effective solution.

Nguyen was raised in Modesto, California with his three brothers and one sister. Growing up with an autistic brother taught him patience, fortitude, and perseverance. He attended Calpoly Pomona, majoring in Finance and Marketing. He lived in Newport Beach after college until getting engaged and moving to Los Angeles in 2018. He now resides in the Hancock Park area of Los Angeles with his wife and 2 kids. He values having an active lifestyle, running, biking, and beach flag football leagues. He has ran marathons and completed several bike races. He enjoys tinkering with the latest computer & AV tech, power tools, and gardening.

John Storm

Financial Consultant

(714) 319-6967

Schedule with John

John Storm started in the financial services industry in 2007. In pursuing a business degree in college, he wanted to run his own company. His friend had been discussing the insurance industry for a few years and so he decided he was going to pursue health insurance. He got a job with one of the big healthcare companies. After getting his licenses, he really found helping people organize their financial affairs and plan for their future personally rewarding. John decided to join the financial services industry afterwards.

John enjoys designing portfolios and strategies around each client’s unique situation and investment philosophies. He was trained on all aspects of life insurances and their unique place in defensive planning. He also received extensive training in retirement planning, IRA’s, variable and fixed annuities. He is grateful for his client’s trust and confidence in helping them pursue their short-term and long-term goals.

He spent just ten years in the automotive business. John understands the long hours and the cash flow issues that sometimes arise. One of the areas he specializes in is recognizing the need for investment options that will give you both growth as well as liquidity based on your unique needs. 

One of John’s many talents is tennis. He played a couple years of college tennis and was good enough to be #1 Singles and Doubles in his last year. He has assisted in teaching up to the tournament levels and even tried to break into some of the smaller tour level tournaments in the Pacific Northwest. In talking with players and teaching professionals, he can relate to the challenges that they face in finding the right mix of investments and retirement planning needs.

John is also an avid golfer. He loves to take wife (Allison) of over 27 years golfing. They have a daughter name Kayla, who is attending the University of Eastern Oregon and plays soccer there. His son, Mason, an 8th grader, also enjoy playing golf with his dad and participating in sports. We love getting out on the golf course or traveling whenever we get the chance. I’m looking forward to working with you and hitting some balls on the tennis or golf course.

Michael Dostalek

Licensed Sales Assistant

(626) 862-3903

Schedule with Mike

For 20 years Mike has worked with Medical Business Owners, Investment Property Sales and Commercial Property Advising, providing them with his unique real estate integrated financial planning. He uses his experience in all facets of the industry to assist clients. This drives Mike to keep learning and being able to reach out to new clients and help them with their long-term success.

Education – Bachelor's degree in Finance from California State Polytechnic University Pomona with a Minor in Entrepreneurship and Management of Small Business. Mike also holds a California Real Estate Brokers license as well as his CA Department of Insurance license.

Personal – Mike was born and raised in the San Gabriel Valley, currently residing in Monrovia, CA. In his spare time, he enjoys following all facets of baseball, competing in local adult softball leagues, golfing and working on visiting all 50 states and US ballparks.

Quoc Tran

(949) 413-8387

Quoc Tran started out as a part-time assistant in 2019. Before he knew it, he was on the path of getting his designation in Financial Paraplanner Qualified Professional (FPQP) and will be working towards a few other designations. The designations will allow him to better serve his advisor team and their clients.

Quoc did not start in the financial industry. He started his decade long career as an Automotive Technician since 2010. He got interested in financial services by managing his own 401k and stock portfolio. He learned to research and make asset allocation changes to adapt to the market conditions and capitalize on the stocks he followed.

Quoc was raised in Modesto, California with his three brothers and one sister. He enjoys running, working on cars and currently residing in Chicago.