Tony Chan (CFP®, EA)

Tony Chan focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly

Planning Specialties

Experience Summary

* Certified Financial Planner and I.R.S. Appointed Enrolled Agent

* More than 14 years in the financial services industry

* Retired Army Reserved Captain (Finance Officer)

* InvestmentNews 2016 "40 Under 40" Honoree 

* CPAPraticeAdvisor 2018 "40 Under 40" Honoree 

Additional Information

Tony T. Chan, CFP®, EA graduating from the California State University of Fullerton with a Bachelor's Degree in Finance and minoring in Military Science.

NAPFA Start Date

June 09, 2016


This Office

765 The City Dr. S Ste 390 Orange, CA 92868-5905 Phone: (714) 393-9784