Tony Chan, CFP®, EA Named One of InvestmentNews’ 40 Under 40

Orange, California – June, 27th 2016, InvestmentNews recently named Tony Chan, CFP®, EA as one of its 2016 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Tony Chan was chosen from more than 800 nominations.

“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’s our job to guide our clients towards the optimal financial path so they can focus on other aspects of their lives.”

Tony Chan, CFP®, EA will be featured along with the other 40 Under 40 notables in the June 27 issue of InvestmentNews.

"Honorees in the 40 Under 40 class of 2016 are just as impressive as our inaugural class, as well as those from last year's list," said Walden Siew, News Editor, InvestmentNews. "As always, we had a tough time narrowing the pool down to a select group of 40. We believe InvestmentNews readers will be inspired by these stories of the industry's latest generation of enterprising young talent."

The editorial staff at InvestmentNews looked beyond paper resumes and collaborated with author Sally Hogshead to create a personality test for the candidates. The purpose of the questionnaire was to reveal to candidates how they are perceived by others and highlight their best strengths.

Among this year’s class are young talents deemed by our quiz results as “Victors,” seen by the world as respected and competitive; “Maestros,” who are ambitious and confident; and genuine and sure-footed “Guardians”— all traits worth highlighting for those who want to serve the community as top financial advisers.

To learn more about Tony Chan, CFP®, EA and the award, please go here InvestmentNews/40under40.