Tan Phan
About
Founder and CEO of TAN Wealth Management in the San Francisco Bay Area. A CFP professional named to InvestmentNews' 2021 40 Under 40.
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Browse all →Unlike visa-sponsored professionals, many Southeast Asian families arrived in the late 20th century as refugees of war with zero capital, starting businesses from scratch under extreme economic hardship.
Seeing Southeast Asian leaders scale capital, invest in startups, and hold C-suite roles represents an exponential leap in financial equity over just one or two generations.
Why this is on Tan’s profile — their work continues this lineage.
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