Tony Chan, CFP®, EA Crossroads Planning, LLC

Contact this advisor

About Tony Chan, CFP®, EA

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 has received multiple awards and is a nominee for 2016 class of InvestmentNews 40Under40.

Contact this advisor

Ideal Clients

  • Inherited Wealth
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200/mth
  • Hourly Fee: $250/hr
  • AUM: up to 1%

SEC Records