Felix
Kwan

CFP®

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Felix Kwan

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

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San Francisco I - Walnut Creek

2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health