TAN Wealth Management, accessible at tanphan.com, is a boutique independent Registered Investment Advisor based in the San Francisco Bay Area. Founded by Tan Phan, MSFP, CFP®, the firm offers comprehensive financial planning and wealth management services tailored to individuals and families. Their expertise encompasses retirement planning, estate planning, investment management, tax strategies, executive compensation, and risk management. ​

Tan Phan brings a rich background to his practice, holding double bachelor’s degrees in Corporate Finance and Financial Services from San Francisco State University, and a Master of Science in Financial Planning from Golden Gate University. He has also served as an adjunct professor at Golden Gate University, teaching graduate-level financial planning courses. In recognition of his contributions to the field, Tan was named to InvestmentNews’ 2021 “40 Under 40” list.

Beyond client services, TAN Wealth Management is committed to financial education, offering resources such as a private client portal, educational videos, and materials aimed at enhancing financial literacy for both adults and children.