Fred Tan Email & Phone Number
Senior Principal, Wealth Advisor at Cerity Partners @ Cerity Partners
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Fred Tan Location
- Florida, United States
Fred Tan Work
- Senior Principal, Wealth Advisor at Cerity Partners @ (July 2024 - Present)
- Vice President @ (February 2022 - July 2024)
- Financial Advisor @ (October 2019 - February 2022)
- Senior Wealth Director @ (April 2015 - October 2019)
- Managing Member and Portfolio Manager @ Platinum Structured Income Fund (January 2007 - March 2015)
- President @ (February 2000 - October 2006)
Fred Tan Education
- NYU Stern School of Business
Master of Business Administration (M.B.A.)
- Colgate University
Bachelor of Arts (B.A.)
Fred Tan Skills
- Analytical Skills
- Asset Allocation
- Attention to Detail
- Cash Flow Analysis
- Certified Financial Planning
- Client Services
- Communication
- Drive Change
- Exit Planning
- Fiduciary
- Financial Planning Software
- High-Net-Worth Individuals (HNWI)
- Management
- Manager Selection
- P&L Management
- Portfolio Management
- Presentations
- Retirement Planning
- Sales
- Strategic Partner Relationship Management
- Tax Planning
- Teamwork
- Wealth Management Services
Fred Tan Summary
- Fred Tan, based in Florida, United States, is currently a Senior Principal, Wealth Advisor at Cerity Partners at Cerity Partners. Fred Tan brings experience from previous roles at Goldman Sachs Ayco, RBC Wealth Management, BNY Mellon Wealth Management and Platinum Structured Income Fund. Fred Tan holds a Master of Business Administration (M.B.A.) @ NYU Stern School of Business. With a robust skill set that includes Analytical Skills, Asset Allocation, Attention to Detail, Cash Flow Analysis, Certified Financial Planning and more. Fred Tan has 2 emails and 2 mobile phone numbers on RocketReach.
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