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Tan Phan
MSFP, CERTIFIED FINANCIAL PLANNER®
Education
- MS, Financial Planning, Golden Gate University
- BS, Corporate Finance, San Francisco State University
- BS, Financial Services, San Francisco State University
Professional Achievements
- Founder, CEO, and Chief Compliance Officer of TAN Wealth Management
- Named to the InvestmentNews 40 Under 40 Class of 2021, recognizing leadership and impact in the financial advisory profession
- Teaches graduate-level financial planning courses as an adjunct professor at Golden Gate University in San Francisco
- Received the Golden Gate University Master of Science in Financial Planning Outstanding Student Award
- Previously served as a Financial Planner at Prudential Financial in the San Francisco Financial District and was selected for Prudential’s Field Advisory Council, Financial Planning Committee
- Co-chaired the San Francisco Chamber of Commerce Ambassador Club in 2015 and remains active in community education and outreach
Certifications & Organizations
- CERTIFIED FINANCIAL PLANNER™ professional
- TAN Wealth Management is a state-registered investment adviser
- California Life and Health Insurance license
- California Property and Casualty Insurance license
- FINRA Series 6, Series 7, Series 63, Series 65
Favorite Piece of Advice
- Pursue What We Love and Master It: Find something we truly enjoy and strive to excel at it. When we are deeply passionate about our work, it becomes a source of joy and fulfillment. Life is too short not to spend it doing what brings genuine satisfaction each day.
- Lift Others as We Climb: Always look for opportunities to help others along the way. Whether in finance or in life, we are all better off when we support one another. Sharing knowledge, offering a hand, and building community create a rising tide that lifts all boats.
- Plan Proactively and Stay Flexible: In both finances and life, have a plan and remain adaptable. Set clear goals, such as saving for a home or investing for retirement, and be ready to adjust as circumstances change. A flexible approach helps us stay resilient and confident no matter what comes our way.
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Forum Comments (1)
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