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Tan Phan, MSFP, CFP®'s Email & Phone Number

Independent CERTIFIED FINANCIAL PLANNER™ Practitioner 🍏 Adjunct Professor 🍏 InvestmentNews Top 40 Under 40

Tan Phan, MSFP, CFP®'s Email Addresses

ta****[email protected] Personal Email

Tan Phan, MSFP, CFP®'s Phone Numbers

(**) *** *** 231 Phone number

Tan Phan, MSFP, CFP®'s Work Experience

TAN Wealth Management

Independent CERTIFIED FINANCIAL PLANNER™ Practitioner

February 2018 to Present

Golden Gate University

Adjunct Professor

January 2020 to Present

Prudential Financial

Financial Planner at Pruco Securities, LLC

August 2011 to January 2018

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Tan Phan, MSFP, CFP®'s Education

Golden Gate University

San Francisco State University, College of Business

San Francisco State University, College of Business

About Tan Phan, MSFP, CFP®'s Current Company

TAN Wealth Management

Frequently Asked Questions about Tan Phan, MSFP, CFP®

What company does Tan Phan, MSFP, CFP® work for?

Tan Phan, MSFP, CFP® works for TAN Wealth Management


What is Tan Phan, MSFP, CFP®'s role at TAN Wealth Management?

Tan Phan, MSFP, CFP® is Independent CERTIFIED FINANCIAL PLANNER™ Practitioner


What is Tan Phan, MSFP, CFP®'s personal email address?

Tan Phan, MSFP, CFP®'s personal email address is ta****[email protected]


What is Tan Phan, MSFP, CFP®'s business email address?

Tan Phan, MSFP, CFP®'s business email address is tan.phan,msfp,cfp®@***.***


What is Tan Phan, MSFP, CFP®'s Phone Number?

Tan Phan, MSFP, CFP®'s phone (**) *** *** 231


What industry does Tan Phan, MSFP, CFP® work in?

Tan Phan, MSFP, CFP® works in the Financial Services industry.


About Tan Phan, MSFP, CFP®

💼 Past Experience

tanpahan.biz


🎓 Education

Tan Phan's educational background and work readiness reflect her diverse and knowledgeable professional experience. Tan Phan has a Master of Science in Financial Planning from Golden Gate University and a Bachelor of Science in Corporate Finance from San Francisco State University. Her professional experience includes working as a financial planning consultant for a large companies in the San Francisco Bay Area and as a financial services financial analyst for a major financial institution. Tan Phan is highly experienced andEducation has prepared her to provide excellent financial planning and financial services services to her clients.


💡 Technical & Interpersonal Skills

Tan Phan began her career in financial planning at TAN Wealth Management from 2014-2018, where she provided financial planning services to individuals and families in the San Francisco Bay Area. Tan became certified as an Independent CERTIFIED FINANCIAL PLANNER™ Practitioner in 2017, after completing a rigorous and comprehensive program of training and education. From her years of experience, Tan has learned many valuable techniques and tips that she can use in her personal financial planning work.Tan is also an adjunct instructor at Golden Gate University, where she currently teaches classes on retirement planning, insurance, IRAS, investments, personal finance, and finance. Tan has also been involved in various professional activities in her field, including being a member of the American Society of Financial Planning (ASFP) and the National Association of Financial Planning Legislators (NAFPL).Outside of work,Tan enjoys spending time outdoors with her family and friends, as well as spending time reading, playing chess, and watching soccer.


Tan Phan, MSFP, CFP®’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Tan Phan, MSFP, CFP®'s Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Tan Phan, MSFP, CFP®'s Willingness to Change Jobs

Unlikely

Likely

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Tan Phan, MSFP, CFP®'s Social Media Links

/in/tanmphan
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