Tan Phan, MSFP, CFP® | TAN Wealth Management
Tan Phan, MSFP, CFP® provides comprehensive financial planning to individuals and families, specializing in helping clients like yourself to accumulate and protect wealth. I believe that a life lived for helping others with their personal finance is an existence well-spent, and this is what I’ve dedicated my life to.
Specialties Include:
Estate Planning: Assets transfer, multi-generation planning, estate conservation strategies, gifting strategies, strategies to transfer property
Executive Compensation: ISOs, RSU, ESPPs, NQSO, executive benefit strategies
Financial Planning: Debt management, education planning, group benefits
Investment Management: Portfolio construction, asset allocation strategies, portfolio diversification, alternative investments
Retirement Planning: IRAs, 401(k), 403(b), 457(b), SEP IRA, retirement income and distribution strategies, social security strategies
Risk Management: Long-term care insurance, term and permanent life insurance, disability income i경제
구독자 수
727
총 영상 수
55 개
국가
미국
채널 가입일
2011-12-13
구독자 등급
Nano그라피트
Link
퍼포먼스 요약
일일 평균 조회수
(Shorts)
일일 평균 조회수
(롱폼)
영상별 평균 조회수
(Shorts)
영상별 평균 조회수
(롱폼)
채널 알고리즘 스코어
시청자 참여도
구독자 활성도