Passion. Experience. Diligence.
Tan Phan was born in Vietnam and immigrated to the United States when he was 5 years old. Growing up, he knew the value of education and believed it was one of the true keys to success. He received a double Bachelor of Science degree in Corporate Finance and Financial Services at San Francisco State University. He has also received a Master of Science degree in Financial Planning at Golden Gate University. Professional exams Tan passed are the California Life and Health Insurance License, California Property and Casualty Insurance License, Series 6, Series 7, Series 63, Series 65, and Certified Financial Planner (CFP®) exams.
Tan utilizes his education and taps into his professional network to bring change to the community. Tan was a Financial Planner at Prudential Financial in the San Francisco Financial District. He was also a member of Prudential Financial’s Field Advisory Council - Financial Planning Committee, the 2015 Co-chair of the Ambassador Club for the San Francisco Chamber of Commerce, and named 2016 Outstanding Student Award Winner in the Master of Science in Financial Planning program at Golden Gate University. Tan also teaches graduate-level financial planning courses at Golden Gate University, San Francisco.
Tan 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. 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.
Tan is the Founder, CEO, and Chief Compliance Officer of TAN Wealth Management, a boutique independent Registered Investment Advisor focused on providing comprehensive retirement planning and wealth management to successful families and professionals. Tan is a fiduciary to his clients and always has their best interest and duty of loyalty. Tan’s personal mission in life is to help other people achieve their financial goals and ensure their security in retirement. Tan is passionate about what he does and seeks out opportunities to impact the community positively.
When not working on his practice, Tan spends time with his mom, wife, two sons (Ace and Rex), and dog. He enjoys reading and taking notes, teaching, and producing educational videos on personal finance on social media. He’s also a big coffee lover and seeks to try the best brew coffee from around the world.
“I implement a modern approach to comprehensive financial planning while applying trusted and traditional concepts that have been effective for decades.”
Tan Phan, MSFP, CFP®
Professional Exams Passed
• Certified Financial Planner (CFP®) Certification
• Series 6, Series 7, Series 63, Series 65
• California Insurance Licenses (Life & Health, Property & Casualty)
Activities & Affiliations
• Adjunct Professor at the Ageno School of Business, Golden Gate University
• Prudential Financial’s Field Advisory Council - Financial Planning Committee
• Co-chair, Ambassador Club for the San Francisco Chamber of Commerce
Languages
English and Vietnamese
Education
GOLDEN GATE UNIVERSITY
Master of Science in Financial Planning
2016 Outstanding Student Award in Financial Planning Program, one award is given per year based on academic achievement and contributions to the university.
SAN FRANCISCO STATE UNIVERSITY
Bachelor of Science in Corporate Finance
Bachelor of Science in Financial Services
Nina Chan Phan, ma
Nina is the Marketing Strategist at TAN Wealth Management. She is also a marketing, branding, and graphic design professional based in San Francisco. She has worked with eight-figure clients and developed two national award-winning campaigns in social media marketing and recruitment marketing. Always globally-minded and forward thinking, Nina graduated with a Masters in International Marketing from Hult International Business School, where she studied both in the local Bay Area and abroad in London. Her prior education includes a degree in Visual Communications and Business Marketing from San Francisco State University.
In her free time, she enjoys spending time with her family and traveling around the world.
The Advanced Sales Team
We partner with Crump Life Insurance Services by offering investment and insurance products to our clients. This give us access to their resources and infrastructure.
The Advanced Sales Team include “attorneys, CFPs, ChFCs, and CLUs. They have over 175 years of collective industry experience and is poised to help us design and build competitive solutions and complex cases for our clients. Crump also support us with leading-edge financial planning strategies, tax and legal issues, carrier product intelligence, and assistance implementing planning strategies.
Proprietary Programs
Crump offers exclusive turnkey systems for policy review through their Policy Evaluation Program (PEP) and Business Evaluation Program (BEP), that allow us to easily evaluate our clients’ permanent insurance coverage. Crump offers an array of tools and resources to help us explain policy review to our clients as well as proprietary policy review software and a trained team of dedicated associates to assist us in the process.”
SEI Investments Company
We have an institutional partnership with SEI Investments Company to assist us in managing clients’ assets. SEI Investments Company was founded in 1968 and traded on the NASDAQ as SEIC. SEI Investments Company has over $1 trillion of combined assets under management and assets under administration as of December 31, 2019. We have teamed up with SEI Investments Company because they have a disciplined, scientific, and time-tested approach to asset management.