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.


Business Operations

Business Operations

Garrett was born and spent the greater part of his life growing up in Phoenix, AZ. After finishing high school in Southern California, he attended California State University, Fullerton, where he earned his B.A. Garrett encountered difficult and strenuous times in his life as he struggled to fund his education. Due to his life experiences, he discovered the true importance of financial planning and the hardships that may ensue with inadequate planning.

Garrett’s humble background and upbringing have not inhibited his determination to strike out and create a path that has led to his passion for financial planning. During his time in the military, Garrett has served as a 68W (Healthcare Specialist/Combat Medic) in 3rd Brigade, 101st Airborne Division (AASLT), deployed to Afghanistan in 2012 and has been stationed in various other installations across the nation.

Though only 3 years of industry experience in financial planning and tax advising, he has found a true calling an expertise in advanced estate planning techniques and business succession planning. Adding true value to high net worth and small business owners.

He earned his Master’s Degree in Personal Financial Planning from the College for Financial Planning. Shortly thereafter obtaining his CFP® designation. Never shying away from being a lifetime learner and renewing his commitment to excellence, he continues gain new and innovative insight into the financial planning industry. Garrett is a proud veteran and continues to support his community by contributing to it in a myriad of ways.