Tony T. Chan, CFP®, EA 

Financial Planner and Tax Specialist 

 Founder & Owner

Founder & Owner

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 has made contributions to articles such as "InvestmentNews" and "Capital Ideas". 

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.