Paul D. Phan

Paul D. Phan has a diverse work experience in the financial services industry. Paul D. began their career at Phan Financial Capital Management as an Investment Advisor from January 2010 to August 2011. Paul D. then moved on to Mutual of America, where they worked as a 401(k) Business Development professional from August 2011 to November 2013. Following their time at Mutual of America, they joined the National Automobile Dealers Association as a 401(k) Business Development specialist from December 2013 to December 2014. Paul D. then joined Mutual of Omaha as a 401(k) Sales Director in December 2014, a role they held until May 2021. Currently, Paul is working as a Regional Sales Director at The Retirement Advantage, Inc. (TRA) from May 2021.

Paul D. Phan has a Bachelor's degree in Economics from Seton Hall University and a Master's degree in Management from Keuka College. Paul D. also holds additional certifications such as CBC from Kravitz, Inc., CRPS® - Chartered Retirement Plans Specialist from the College for Financial Planning, and FINRA Series 6, 63, and 65 from the Financial Industry Regulatory Authority (FINRA).