Felix
Kwan
CFP®
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 am fluent in all aspects of the digital asset space.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance - 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.
Certain services provided on an educational and guidance basis only.
