Tony T. Chan,  CFP<sup>&reg;</sup> - Financial Advisor

Tony T. Chan, CFP®

EA,

Principle

Crossroads Planning

333 City Blvd West, Ste 1700
Orange, CA 92868
FINANCIAL ADVISOR'S WEBSITE
(714) 393-9784 CONNECT WITH Tony
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General

Tony Chan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crossroads Planning in Orange, CA and the surrounding communities.

Financial Advisor Overview

WHAT WE BELIEVE: We believe that every decision we make may permanently alter our lives. Every choice we make brings us to an alternative. At Crossroads Planning, it is our job to guide our clients towards the optimal financial path so they can focus on other aspects of their lives. THIS IS HOW WE CAN HELP: Our ideology is based on the belief that everyone deserves financial freedom. To achieve this, we use multiple tax strategies and planning that incorporate and maximize our clients' needs while minimizing their exposure to tax liabilities. In doing so, we work to achieve the desired levels of both taxable and non-taxable income to accomplish each goal. YOUR FINANCIAL FREEDOM IS OUR MISSION: Here at Crossroads Planning, we aspire to help our clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning, We strive to ensure that our individual and small business clients receive the highest level of care and service. OUR FOCUS: We strive to build a strong foundation with each and every client and provide the best possible solution. Instead of the traditional one-on-one adviser to client approach, we believe in a team effort. We desire to establish a long-lasting relationship with each and every client that can be passed on from one generation to the next.

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Financial Advisor Experience

Tony T. Chan, CFP®, EA was born in Hong Kong, China. He immigrated to San Francisco, California with his family at the age of eight. Upon graduating from high school, he served six years in the Army Reserve as an Automated Logistical Specialist (92A). After receiving his acceptance letter from California State University of Fullerton’s ROTC program, Tony moved to Orange County to further his education. Attending school and working simultaneously four part-time jobs, he realized the importance of personal financial planning. He started attending the Financial Planning Association’s quarterly meetings, and it was here that he discovered the CFP® designation. Upon graduating from the California State University of Fullerton with a Bachelor's Degree in Finance and minoring in Military Science, and after receiving his commission from California State University of Fullerton Army ROTC, he decided to pursue his goal of becoming a Certified Financial Planner™ practitioner. Tony received his Registered Paraplanner (SM) through the College of Financial Planning before becoming a Certified Financial Planner™ practitioner. Today he is a Fee-Only Financial Planner & Investment Adviser and a Captain with the U.S. Army Reserve. Tony has more than ten years of experience in financial planning and tax services. He has extensive knowledge in advising clients from various income levels on comprehensive retirement plans, portfolio analysis, tax planning, debt & risk management, and estate planning. He is also a proud member of the Orange County Financial Planning Association, National and The National Association of Personal Financial Advisors and the XY Planning Network. Tony has received multiple awards and is a nominee for 2016 class of InvestmentNews 40Under40.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - I.R.S Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business Taxes, Career Change, Asset Allocation, Investment Management, Government & Military, Minority Financing, Retirement, Sudden Wealth

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