Tony T. Chan| CFP®, EA
Crossroads Planning, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Orange, CA 92868
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Tony Chan is a Fee-Only Financial Planner serving the city of Orange, Anaheim, Irvine, Huntington Beach, and the entire region. Crossroads Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Tony Chan is a NAPFA-Registered Financial Adviser and a CERTIFIED FINANCIAL PLANNER™ Professional.
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 Automatic Logistic Specialist. 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 California State University of Fullerton with a Bachelor's Degree in Finance and minoring in Military Science, and after receiving his commission through 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 prior to becoming a Certified Financial Planner™ practitioner. Today he is a Fee-Only Financial Planner & Investment Adviser and a 1st Lieutenant with the U.S. Army Reserve 326th Financial Management Center.
Tony has more than eight 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. Tony have have received multiple awards and is a nominee for 2016 class of InvestmentNews 40Under40
What We Believe:
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.
This is How We Can Help:
Our ideology is based on the belief that everyone deserves financial freedom. To achieve this, we use multiple tax strategies and planning that incorporate and maximize our clients' needs while minimizing their exposure to tax liabilities. In doing so, we work to achieve the desired levels of both taxable and non-taxable income to accomplish each goal.
Your Financial Freedom is Our Mission:
Here at Crossroads Planning, we aspire to help our clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning, We strive to ensure that our individual and small business clients receive the highest level of care and service.
We strive to build a strong foundation with each and every client and provide the best possible solution. Instead of the traditional one-on-one adviser to client approach, we believe in a team effort. We desire to establish a long-lasting relationship with each and every client that can be passed on from one generation to the next.