I have been a LPL Financial Advisor with SoCal Wealth Management since 2019 and have over 20 years of experience in the financial industry. I believe that working with clients and establishing trust is a privilege. I always strive to provide the highest level of service by giving sound financial advice and customized financial planning.
Favorite Part of the Job
Building long-term relationships with Members and helping guide them on financial decisions to pursue their goals.
When I’m Not Working
I love traveling the world with my wife Rachel and daughter Katelyn. As a lifelong resident of SouthBay, I enjoy spending time with my family and friends in our hometown.
Give me a call at 562.365.1867 or email Ttan@CUSoCal.org