Tony Chan

CFP®, EA

Crossroads Planning, LLC

Registered Investment Advisor & Tax Specialist

Tony Chan

CFP®, EA

Crossroads Planning, LLC

Registered Investment Advisor & Tax Specialist

As a fee-only financial planner & Tax Accountant, My goal is to meet your retirement objective while minimizing your overall tax liability. - Tony Chan, CFP®, EA

714-890-0808

Fee-Only Financial Planner serving the city of Orange, Anaheim, Irvine, Huntington Beach, and the entire region

Tony T. Chan, CFP®, EA was born in Hong Kong, China. 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.

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 has more than ten plus 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, The National Association of Personal Financial Advisors and the XY Planning Network. Tony is a nominee for 2016 class of InvestmentNews 40Under40. & a nominee for 2018 class of CPA Practice Advisor 40Under40.

Tony Chan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tony Chan is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Tony Chan

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Office Locations:

  • 765 The City Dr. S.
    Suite 390
    Orange, CA 92868

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