Daniel Fan

Daniel Fan has extensive experience in the financial industry, primarily focusing on wealth planning and strategy. Daniel most recently served as a Board Member at the Center of Pacific Asian Family. Previously, they worked at First Foundation Inc. as the Senior Managing Director and Head of Wealth Planning. Prior to that, they held the position of Director of Wealth Planning at First Bank. Daniel also worked at Union Bank as the Regional Director and Senior Wealth Strategist, where they were responsible for revamping and restructuring the wealth planning offering. Daniel started their career at Wells Fargo as the SVP and Senior Wealth Planning Strategist, where they developed comprehensive financial plans for high net worth and ultra-high net worth clients.

Daniel Fan has a LL.M. degree in Taxation from Golden Gate University, School of Law. Daniel also holds a JD degree from Pepperdine Law and a BA degree in Political Science and Government from UCLA.