Tan Phan, MSFP, CFP®, selected in InvestmentNews 2021 list of 40 under 40


San Francisco, June 8, 2021 /PRNewswire/ – Tan Phan, MSFP, CFP®, an independent registered financial planner practitioner, providing services to clients San Francisco Bay Area, Was named a member 40 classes under 40 in 2021 after Investment News, The main source of news, analysis and information essential to the financial consulting industry.

This prestigious national award aims to recognize professionals under the age of 40 in the financial consulting industry for their outstanding talents, enthusiasm for the industry, and demonstrating the true leadership qualities that drive the consulting industry forward.

Mr. Chen has more than 10 years of experience in the financial planning industry and is the founder and chief executive officer (CEO) of the company Tan Wealth Management. He is passionate about providing comprehensive financial planning for individuals and families, helping clients accumulate and protect their wealth. His expertise includes inheritance, tax and retirement planning, investment management and executive compensation (incentive stock options, restricted stocks, restricted stock units, non-qualified stock options, employee stock purchase plans).

“I am very honored to be selected by InvestmentNews as a member of under 40 under 40 in 2021,” said Chen, who was selected by a panel of reporters, editors and other InvestmentNews representatives from nearly 1,000 candidates in a fierce competition.

Tan is also an educator Golden Gate University, Where he teaches graduate-level retirement and employee benefit planning courses. Tan’s dedication to his field, as well as his excellent teaching skills, tell him how to educate and guide clients’ financial plans.

Tan shares his expertise through high-quality educational videos YouTube And his Blog.

Tan was born on Vietnam And immigrate to United States When he was 5 years old. When he grows up, he knows the value of education and believes it is one of the real keys to success. Although the customer base he serves is very diverse, he is particularly proud to represent Vietnamese Americans in his career.

Tan added, “This 40-year-old under 40 award is not only a victory for me, but also a victory for those around me. My family, customers and community. Any victory by one person is a victory for all of us.”

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

About TAN Wealth Management: Tan Wealth Management by Chen Pan In 2018, he became a boutique independent registered investment consultant. Tan focuses on providing comprehensive retirement planning and wealth management for families and professionals.

contact:
415-779-2778
[email protected]
www.tanphan.com

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Chen Pan, MSFP, CFP®
Chen Pan, MSFP, CFP®, selected into InvestmentNews’ list of 40 under 40 in 2021

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