TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® -

TAN Wealth Management, located in the San Francisco Bay Area, is a financial planning and wealth management firm that offers a wide range of financial services. Led by Tan Phan, MSFP, CFP®, the company specializes in financial planning, service establishment, insurance brokerage, and investment services.

One of the key features of TAN Wealth Management is their personalized approach to financial planning. They work closely with each client to understand their unique financial goals and develop a customized plan to help them achieve those goals. Whether you're saving for retirement, planning for college, or looking to grow your investments, TAN Wealth Management has the expertise and experience to help you make informed decisions about your money.

In addition to their financial planning services, TAN Wealth Management also offers insurance brokerage services. They can help you find the right insurance policies to protect your assets and provide peace of mind. From life insurance to long-term care insurance, they have access to a wide range of policies from top-rated insurance companies.

Another important aspect of TAN Wealth Management is their commitment to providing exceptional customer service. They understand that financial planning can be complex and overwhelming, which is why they take the time to explain everything in simple, easy-to-understand terms. They are always available to answer questions, provide updates, and offer guidance whenever needed.

TAN Wealth Management is conveniently located in the San Francisco Bay Area at . You can contact them by phone at Phone: 4157792778 or visit their website at Website: tanphan.com to learn more about their services and schedule an appointment.

One thing to keep in mind is that an appointment is required to meet with Tan Phan or any of the other advisors at TAN Wealth Management. However, they do offer online appointments, which can be convenient for those with busy schedules.

According to Google My Business, TAN Wealth Management has received 3 reviews with an average rating of 5/5. This is a testament to their commitment to providing excellent financial planning and wealth management services.

Overall, TAN Wealth Management is an excellent choice for anyone looking for personalized financial planning and wealth management services in the San Francisco Bay Area. With their expertise, experience, and commitment to customer service, you can trust them to help you make informed decisions about your money and achieve your financial goals.

So, if you're looking for a financial planner who can help you grow and protect your wealth, be sure to check out TAN Wealth Management. You can learn more about their services and schedule an appointment on their website at Website: tanphan.com.

Reviews of TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP®

Winnie Chan

5/5

Tan is an excellent financial planner. He was referred to me by a family member who worked with him. I'm so glad my husband and I found him. I work at Tesla and have incentive stock options but was unsure how it was taxed. I needed help minimizing taxes with ISO and was amazed with Tan's wealth of knowledge and how detail oriented he was throughout the whole process. He told us the pros and cons of all of the available strategies for us in a comprehensive and easy to understand way and thoroughly educated us on how ISO works. My husband and I realized that we should have reached out to Tan many years ago when I first received the ISO. I am grateful to Tan and would highly recommend him to anyone who value professional, high-level expertise around all things finance.

Alham Isbeih

5/5

It's difficult trusting anyone with your finances. After meeting with about 6 different companies, I am glad I chose TWM. I was referred to him by a family member who knew him from a prior firm.

Tan, made m feel extremely comfortable, listened to my goals and guided me to making the right financial decisions that suit my current and future needs. He was not persistent, did not use any sales tactics, etc. He provided me all the information necessary and allowed me to make the decision at my convenience knowing he is available to respond to any questions or concerns.

I appreciated your help and look forward to working with you short and long term.

Kendrick Shu

5/5

Tan's financial recommendations are detailed and specific to my family's situation. Tan is a trusted advisor to us.