Tan Phan, MSFP, CFP®, named to InvestmentNews’ 2021 40 Under 40 List

Award spotlights San Francisco-based Tan as a top industry professional in the financial advice field 

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. 

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. 

“The 2021 class of 40 Under 40 honorees stood out in a remarkable year,” said George B. Moriarty, Chief Content Officer of InvestmentNews in a statement. “This diverse group represents the great things the financial advice industry will accomplish in the future.”

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. His passion is providing comprehensive financial planning to individuals and families, helping clients to accumulate and protect their wealth. 

Before launching his firm in 2018, Tan was a Financial Planner at Prudential Financial in the San Francisco Financial District. His specialties include estate, tax, and retirement planning, investment management, and executive compensation (incentive stock options, restricted stock, restricted stock units, nonqualified stock options, employee stock purchase plan).

“I am deeply honored to be chosen by InvestmentNews as a member of the 2021 Class of 40 Under 40,” said Tan, who was selected from a highly competitive pool of nearly 1,000 nominees by a panel of reporters, editors, and other InvestmentNews representatives. 

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Along with his business, Tan is also an educator at Golden Gate University in San Francisco, where he teaches a graduate-level retirement and employee benefits planning course. Tan’s dedication to his field, along with his exceptional teaching and communication skills, informs how he educates and guides his clients with their financial plans. 

Additionally, Tan shares his expertise with the public through high-quality educational videos on a variety of topics, which can be found on YouTube and through his blog. 

“Financial literacy and financial resources should be openly available to people from all walks of life -- not just the wealthy,” Tan said. “Not only do I have to be well-educated in my field to show others that I have experience and know what I am talking about, but I also want to do my part for the greater good by passing my knowledge on to others.”

Tan was born in Vietnam and immigrated to the United States when he was five years old. Growing up, he knew the value of education and believed it was one of the true keys to success. While he serves a very diverse client base, he is especially proud to represent Vietnamese Americans in his profession.

Added Tan, “This 40 Under 40 award is not just a win for me; it is a win for the people around me too. My family, clients, and community. Any win for one person is a win for us all.”

TAN Wealth Management is also a proud sponsor of the Dream Big National Financial Literacy Program. “I firmly believe in supporting early-age and family financial literacy programs,” said Tan. “Compliments of TAN Wealth Management, parents can print out a variety of educational financial literacy for kids’ storybooks from my website. These are resources that children can read, color, write in, and illustrate. It is a fun and informative way for young people to gain familiarity with financial topics that can affect their future and their quality of life as adults.”  

Tan received a Bachelor of Science in Corporate Finance and a Bachelor of Science in Financial Services from San Francisco State University in San Francisco, California, and a Master of Science in Financial Planning from Golden Gate University, also in San Francisco. He received the 2016 Outstanding Student Award in the Financial Planning Program, a single annual award based on academic achievement and contributions to the university.

Professional licenses passed by Tan include Certified Financial Planner (CFP®) exam, Series 6, Series 7, Series 63, Series 65, and California Insurance Licenses (Life & Health, Property & Casualty).

Tan’s industry leadership roles include serving as an Adjunct Professor at the Ageno School of Business at Golden Gate University and former co-chair of the Ambassador Club for the San Francisco Chamber of Commerce. He is also a former member of Prudential Financial’s Field Advisory Council - Financial Planning Committee.

About InvestmentNews: InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.  The InvestmentNews headquarters is located in New York, with an office in Washington D.C. InvestmentNews is part of Bonhill Group Plc. For more information, please visit www.investmentnews.com and www.40under40inadvice.com.

About TAN Wealth Management: TAN Wealth Management was founded by Tan Phan in 2018 as a boutique independent Registered Investment Advisor. Tan focuses on providing comprehensive retirement planning and wealth management for families and professionals. Tan is a fiduciary to his clients and always has their best interests and a duty of loyalty in mind. Tan’s 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. 

For more information, please visit www.tanphan.com. 

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MEDIA CONTACT:

Nina Phan
Marketing Strategist 
TAN Wealth Management
(P) +1-415-779-2778
(E) tan@tanphan.com