Daniel Fan Email & Phone Number
Partner @ Cerity Partners
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Daniel Fan Location
- United States
Daniel Fan Work
- Partner @ (September 2024 - Present)
- Senior Managing Director, Head of Wealth Planning @ (January 2017 - August 2024)
- Board Member @ Center of Pacific Asian Family (April 2018 - January 2024)
- Director of Wealth Planning @ (July 2014 - November 2016)
- Regional Director and Senior Wealth Strategist @ (April 2013 - July 2014)
- SVP, Senior Wealth Planning Strategist @ (October 2009 - April 2013)
Daniel Fan Education
- Golden Gate University, School of Law
LL.M. (Taxation)
- Pepperdine Law
JD
- UCLA
BA (Political Science and Government)
Daniel Fan Skills
- Asset Management
- Business Planning
- Cash Flow
- Charitable Gift Planning
- Estate Planning
- Estate Tax Planning
- Financial Planners
- High Net Worth Individuals
- Insurance Law
- Irrevocable Life Insurance Trusts
- Life Insurance
- Multi-generational wealth transfer
- Premium Financing
- Private Banking
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Wealth Management
- Wealth Preservation Planning
Daniel Fan Summary
- Daniel Fan, based in United States, is currently a Partner at Cerity Partners. Daniel Fan brings experience from previous roles at First Foundation Inc., Center of Pacific Asian Family, First Bank and Union Bank. Daniel Fan holds a LL.M. in Taxation @ Golden Gate University, School of Law. With a robust skill set that includes Asset Management, Business Planning, Cash Flow, Charitable Gift Planning, Estate Planning and more. Daniel Fan has 1 emails on RocketReach.
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