A First Foundation Blog

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

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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.

Recent Posts

Wealth Planning Wealth & Lifestyle Grow

Waiver of RMDs for 2020 Creates Roth Conversion Opportunity

In response to the COVID-19 pandemic, the CARES Act was signed into law March of this year. One of the Act’s major provisions was the suspension of Required Minimum Distributions (RMDs) for the 2020 tax year from certain retirement accounts – specifically, defined contribution plans and IRAs. This suspension allows IRA owners to avoid taking RMDs this year to help IRAs (or other retirement accounts) recover values lost due to the adverse..

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Wealth Planning Wealth & Lifestyle Grow

7 Tax Planning To-Dos Before Year End

With the end of 2018 approaching, many of us find ourselves developing resolutions towards self-improvement. And for the work we do with our clients around this time of year, this usually relates to financial planning.

Getting your finances in order is a great resolution to a more happy and prosperous new year. Yet we know that this can be daunting. So to help, we are taking a moment to share with you seven things you can do before the year..

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Wealth Planning Wealth & Lifestyle Grow

Holistic retirement and long-term investment planning

Saving for retirement shouldn’t be about achieving some specific dollar amount, or even about specific investments to get there. It’s about figuring out what retirement means to you, and making sure retirement is both affordable and meets your lifestyle goals in a meaningful way. Then, deciding on how to get there by designing a holistic strategy that treats your retirement portfolio as the sum of all the parts. Benjamin Franklin once said:..

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