Robin  Tan,  CFP<sup>&reg;</sup> - Financial Advisor

Robin Tan, CFP®

Ph.D.

Registered Representative

KMS Financial Services, Inc.

PO BOX 39
Kirkland, WA 98083
(800) 619-8376
(425) 739-9389

General

Robin Tan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at KMS Financial Services, Inc. in Kirkland, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WA, OR, AK, CA,
  • Health/disability insurance: WA, OR, AK, CA,
  • Fixed annuities: WA, OR, AK, CA,
  • Variable annuities: WA, OR, AK, CA,

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Mutual Funds, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources