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Crossroads Planning, LLC

Most financial decisions have tax consequences. Crossroads Planning specializes in coordinating tax preparation, year-round tax planning, retirement strategy, and long-term portfolio management so clients can pursue their goals with fewer disconnected decisions.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Tony Chan, CFP®, EA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

765 The City Dr. S Ste 390 Orange, CA 92868-5905 Phone: (714) 890-0808

Primary Office

765 The City Dr. S Ste 390 Orange, CA 92868-5905 Phone: (714) 890-0808
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