FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer military discount. Thank you for your service.
- What education and/or training do you have that relates to your work?
Tony T. Chan, CFP®, EA 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.
- What types of customers have you worked with?
We have worked with small business owners, individuals, married couples, real estate professionals, independent contractors, retirees, investors, gen X and gen Y/millennials, individuals with foreign income.