Subscribe to Kiplinger
Subscribe to Kiplinger
Save up to 76%
Subscribe
Subscribe to Kiplinger
Daniel Fan, J.D., LL.M., CFP

Daniel Fan, J.D., LL.M., CFP

Director of Wealth Planning, First Foundation Advisors

Daniel Fan serves as the Director of Wealth Planning for First Foundation Advisors. In this role, he oversees the firm's Wealth Planning department and advises clients on sophisticated wealth strategies. Prior to joining First Foundation, Mr. Fan was a Senior Vice President, Director of Wealth Planning and Insurance at First Bank Wealth Management, where he implemented the financial planning process for all business segments. He also worked as the Vice President, Regional Director, Senior Wealth Strategist at Union Bank Private Wealth Planning and as a Senior Vice President, Senior Wealth Planning Strategist at Wells Fargo Private Bank. Mr. Fan is a Certified Financial Planner™ and holds his Juris Doctorate and Master's in taxation from Pepperdine University School of Law and Golden Gate University respectively. He earned his Bachelor's degree from the University of California, Los Angeles.

Phone: 949.535.5351
E-mail: dfan@ff-inc.com
ff-inc.com
LinkedIn: www.linkedin.com/in/daniel-fan-6488a09/

Legacy Planning: Create a Lasting Legacy
An older couple sit in front of a laptop talking
estate planning

Legacy Planning: Create a Lasting Legacy

Estate plans are about more than just who gets what. To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how…
October 30, 2020
Protect Your Wealth with Smart Risk Management Strategies
Woman doing yoga on a dock at a lake
retirement planning

Protect Your Wealth with Smart Risk Management Strategies

Find peace of mind for yourself and your family by planning ahead for life’s worst “what if” moments. These risk management strategies can help protec…
October 13, 2020
Nearing Retirement? Take Another Look at Roth Conversions
Roth IRAs

Nearing Retirement? Take Another Look at Roth Conversions

Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth conversion.
July 23, 2020
It's Never Too Soon: Retirement Planning for Millennials
retirement

It's Never Too Soon: Retirement Planning for Millennials

Millennials are in a bind, squeezed by changing workplace opportunities and massive student debts. To get on the right path to build their wealth, the…
October 29, 2018
Rent? Own? Single? Children? 4 Case Studies Show How New Tax Law Could Affect You
tax law

Rent? Own? Single? Children? 4 Case Studies Show How New Tax Law Could Affect You

To see which way your tax bill might be headed in 2018, take a look at these four scenarios comparing the taxes certain types of people would pay in 2…
April 25, 2018
Same-Sex Couples Are Marrying Less: What That Means for Their Finances
retirement

Same-Sex Couples Are Marrying Less: What That Means for Their Finances

The marriage boom that bloomed after legalization appears to be cooling off. However, same-sex couples who don't marry are missing out on a lot of se…
January 5, 2018
Hit Hard by Hurricane? Tapping Your 401(k) May Not Be a Great Idea
credit & debt

Hit Hard by Hurricane? Tapping Your 401(k) May Not Be a Great Idea

The IRS recently relaxed some rules related to hardship distributions from retirement accounts to make it easier and faster for hurricane victims to g…
October 26, 2017
Sending a Child to College? 15 Money-Saving Tips and Tricks
college

Sending a Child to College? 15 Money-Saving Tips and Tricks

It’s back-to-school time, and if you have a child starting or returning to college, no doubt tuition costs are on your mind.
October 17, 2017
15 Money-Saving Tips and Tricks for College Costs
college

15 Money-Saving Tips and Tricks for College Costs

To help keep costs under control during the school year, here are 15 things that parents of college students can think about trying.
October 5, 2017