Felix

Kwan

CFP®

picture of a planner

Here to act in your best interests

About me

I partner with clients to create and implement financial plans to help achieve their goals. My family and I like to travel and enjoy being outdoors with the great California weather. Besides traditional markets and staying ahead of the ever-changing financial planning landscape, I have become fascinated with all aspects of the digital asset space.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, University of Tennessee, Knoxville

Visit one of our Locations

San Francisco I - Walnut Creek

2175 North California Boulevard

Suite 800

Walnut Creek, CA 94596

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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