Tan Phan was born in Vietnam and immigrated to the United States when he was 5 years old. Growing up, he knew the value of education and believed it was one of the true keys to success. He received a double Bachelor of Science degree in Corporate Finance and Financial Services at San Francisco State University. He has also received a Master of Science degree in Financial Planning at Golden Gate University. Professional exams Tan passed are the California Life and Health Insurance License, California Property and Casualty Insurance License, Series 6, Series 7, Series 63, Series 65, and Certified Financial Planner (CFP®) exams. Tan utilizes his education and taps into his professional network to bring change to the community. Tan was a Financial Planner at Prudential Financial in the San Francisco Financial District. He was also a member of Prudential Financial’s Field Advisory Council - Financial Planning Committee, the 2015 Co-chair of the Ambassador Club for the San Francisco Chamber of Commerce, and named 2016 Outstanding Student Award Winner in the Master of Science in Financial Planning program at Golden Gate University. Tan also teaches graduate-level financial planning courses at Golden Gate University, San Francisco. Tan is the Founder, CEO, and Chief Compliance Officer of TAN Wealth Management, a boutique 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 has 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.