Tony Chan

CFP®, EA

Crossroads Planning, LLC

Registered Investment Advisor & Tax Specialist

Contact Me

I can work with clients anywhere!

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

Contact Me

714-890-0808

Website

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

Tony Chan is a Orange, CA fee-only financial planner. Crossroads Planning, LLC provides comprehensive and objective financial planning, wealth management and tax preparation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tony Chan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

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.

Our Focus:

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.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

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.

  • Certified Financial Planner (CFP)
    Tony Chan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Tony Chan is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Tony Chan is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Enrolled Agent with the IRS (EA)
    Tony Chan is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact Tony Chan

714-890-0808

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Office Locations:

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

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