John Tan

Wealth Management Advisor

Phone: (562) 283-8184

Email: john.tan@lpl.com

 

Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies suitable around you.

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to pursue those rewards. I enjoy helping people build a solid financial foundation for the future.

This lead to me being named by the Los Angeles Magazine as a 9-time recipient of the Five Star Wealth Manager Award.*

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

 

*Award based on 10 objective criteria associate with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth Managers do not pay a fee to be considered or place on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Five Star Wealth Managers.