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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.
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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). 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. 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. 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.”
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These are resources that children can read, color, write in, and illustrate. “Compliments of TAN Wealth Management, parents can print out a variety of educational financial literacy for kids’ storybooks from my website. “I firmly believe in supporting early-age and family financial literacy programs,” said Tan. TAN Wealth Management is also a proud sponsor of the Dream Big National Financial Literacy Program. Any win for one person is a win for us all.” While he serves a very diverse client base, he is especially proud to represent Vietnamese Americans in his profession.Īdded Tan, “This 40 Under 40 award is not just a win for me it is a win for the people around me too. Growing up, he knew the value of education and believed it was one of the true keys to success.
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Tan was born in Vietnam and immigrated to the United States when he was five years old. “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.” “Financial literacy and financial resources should be openly available to people from all walks of life - not just the wealthy,” Tan said. 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.Īdditionally, 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. “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.Īlong 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. 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). 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.
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“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