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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

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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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Visit Website Download vCard
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
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