TAN Wealth Management


Financial Services

About Us

Tan Phan is the founder of TAN Wealth Management, an independent Registered Investment Advisor focused on providing comprehensive retirement planning and wealth management to families and professionals. Tan is a fiduciary to his clients and always have their best interest and duty of loyalty. Tan’s personal mission in life is to help other people achieve their financial goals and ensure their security in retirement. Tan is passionate about what he does and seeks out opportunities to impact the community positively. You can learn more about Tan at www.tanphan.com