His passion is providing comprehensive financial planning to individuals and families, helping clients to accumulate and protect their wealth.īefore launching his firm in 2018, Tan was a Financial Planner at Prudential Financial in the San Francisco Financial District.
With over 10 years of experience in the financial planning industry, Tan, age 33, is the founder and Chief Executive Officer (CEO) of TAN Wealth Management. “This diverse group represents the great things the financial advice industry will accomplish in the future.” Moriarty, Chief Content Officer of InvestmentNews in a statement. “The 2021 class of 40 Under 40 honorees stood out in a remarkable year,” said George B. This prestigious national award celebrates professionals under age 40 in the financial advice field who have shown themselves to be exceptional, stellar talent, impassioned by their industry and demonstrating true leadership qualities that are moving the advice industry forward. San Francisco, California (June 7, 2021) - Tan Phan, MSFP, CFP®, an independent Certified Financial Planner practitioner serving clients in the San Francisco Bay Area, has been honored as a member of the 2021 Class of 40 Under 40 by InvestmentNews, the leading source for news, analysis, and information essential to the financial advisory community. Award spotlights San Francisco-based Tan as a top industry professional in the financial advice field
