| Daniel Fan, J.D., LL.M., CFP®, Senior Managing Director

Daniel Fan, J.D., LL.M., CFP®, Senior Managing Director – Head of Wealth Planning

Daniel Fan serves as the Senior Managing Director – Head of Wealth Planning for First Foundation Advisors. In this role, he oversees the firm's Wealth Planning department and advises clients on sophisticated wealth strategies. Mr. Fan has over 15 years of experience as a Wealth Planner and specializes in evaluating and optimizing all clients' wealth plans to meet their financial needs. He works closely with all teams across First Foundation and ensures he delivers a personalized experience to support all clients. Prior to joining the firm, Mr. Fan was a Senior Vice President, Director of Wealth Planning and Insurance at First Bank Wealth Management, where he implemented the financial planning process for all business segments. He also worked as the Vice President, Regional Director, Senior Wealth Strategist at Union Bank Private Wealth Planning and as a Senior Vice President, Senior Wealth Planning Strategist at Wells Fargo Private Bank. Mr. Fan is a Certified Financial Planner® and holds his Juris Doctorate and Master's in taxation from Pepperdine University School of Law and Golden Gate University respectively. He earned his Bachelor's degree from the University of California, Los Angeles.

C Corp or S Corp?

By Daniel Fan, J.D., LL.M., CFP®, Senior Managing Director – Head of Wealth Planning

| 11/19/19 10:00 AM

Recent Tax Law Changes Have Made This a More Difficult Decision

In creating a new business, one of the first decisions that an entrepreneur needs to make is which business structure is most appropriate for their business. The decision to be either a C Corp and S Corp needs to be addressed early as it is made before the company can be registered.

Wealth Planning Wealth & Lifestyle Grow Build

Hurricane Relief and Retirement Fund Hardship Withdrawals

By Daniel Fan, J.D., LL.M., CFP®, Senior Managing Director – Head of Wealth Planning

| 9/6/17 11:59 AM

Although easier to obtain for those impacted by Harvey, hardship withdrawals should only be taken after careful consideration.

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