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 12 years in the financial services industry

* Retired Army Reserved Captain (Finance Officer)

* InvestmentNews 2016 "40 Under 40" Honoree 

Additional Information

Tony T. Chan, CFP®, EA was born in Hong Kong, China. He immigrated to San Francisco, California with his family at the age of eight. Upon graduating from high school, he served six years in the Army Reserve as an Automatic Logistic Specialist. After receiving his acceptance letter from California State University of Fullerton’s ROTC program, Tony moved to Orange County to further his education. Attending school and working simultaneously four part-time jobs, he realized the importance of personal financial planning. He started attending the Financial Planning Association’s quarterly meetings, and it was here that he discovered the CFP® designation.

Upon graduating from the California State University of Fullerton with a Bachelor's Degree in Finance and minoring in Military Science, and after receiving his commission from California State University of Fullerton Army ROTC, he decided to pursue his goal of becoming a Certified Financial Planner™ practitioner. Tony received his Registered Paraplanner (SM) through the College of Financial Planning before becoming a Certified Financial Planner™ practitioner. Today he is a retired Army Captain and a Fee-Only Financial and Tax Adviser.

Tony has more than 12 years of experience in financial planning and tax services. He has extensive knowledge in advising clients from various income levels on comprehensive retirement plans, portfolio analysis, tax planning, debt & risk management, and estate planning.

He is also a proud member of the Orange County Financial Planning Association,  The National Association of Personal Financial Advisors and XYPN Network. 

NAPFA Start Date

June 09, 2016

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This Office

333 City Blvd W Ste 1700 Orange, CA 92868-5905 Phone: (714) 393-9784