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
- 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