Fred Tan , CFP®, CEPA®

While working as a wealth advisor early in my career, a client of mine sadly passed away. His wife found herself facing a maze of financial decisions during an already overwhelming time. She turned to me for guidance in identifying and organizing her assets and their estate, navigating her through the probate process, and helping her understand her new financial landscape. Together we established a financial and investment plan tailored to support her lifestyle, honor their shared legacy, while caring for her children. Being able to provide my client with the peace of mind and clarity that she needed to move forward with her life was immensely fulfilling. It made me realize that I had made the right career choice.

I work best with successful business owners, senior corporate executives, philanthropists, and non-profit organizations because they face unique and often complex financial decisions that require thoughtful, personalized strategies. I thrive in helping clients bring structure to complexity – whether it’s managing concentrated stock positions, ensuring that executive benefits and awards are being optimized, navigating a business transition, designing impactful giving strategies, or creating a legacy plan. I’m able to leverage the deep and technical experience of my firm, by assembling a deal team tailored to each client’s needs. I enjoy blending our firm’s technical knowledge with care and advocacy, allowing me to serve both as a strategic and trusted advisor, throughout every stage of my client’s life and leadership.

I care deeply about the people whom I serve – not only about their investment portfolios and financial plans but their lives, aspirations, families, and values. I take time to listen and understand what matters most to them, what keeps them up at night and what they aspire to, in order to provide guidance that’s grounded in both expertise and empathy. My goal is to ensure that each client feels seen and heard, supported, and secure in their financial journey.

I’ve enjoyed a meditation practice for over 20 years and have taught meditation for 10 years. I believe meditating enriches my ability to advise clients. It helps me remain grounded, present, and attuned – qualities that I feel are essential when guiding people through complex financial decisions and life transitions. Meditation allows me to remain clear and calm, to listen and to respond with intention. It also allows me a unique perspective on finances and wealth, one rooted not only in numbers and goals, but also as a reflection of values, aspirations, and purpose.