| 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.

What is Wealth Planning? Pt. 5: Legacy Planning

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

| 9/24/20 10:26 AM

7 minute read

There will come a time when you realize that you have spent a lifetime building your wealth and you want to know how it can provide a lasting legacy to the next generation. You might be at that stage today or see it as a future event. Either way, you need to plan for it. This type of wealth planning is what we call Legacy Planning.

If the goal is to leave your wealth to your children, it may seem like a matter of simply bequeathing..

Wealth Planning Wealth & Lifestyle Grow

What is Wealth Planning? Pt. 4: Risk Management

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

| 9/17/20 9:54 AM

3 minute read

Risk Management is planning for the “what if” scenarios that no one wants to occur. What if I become disabled? What if I am subject to a lawsuit? What if I pass away prematurely? These unfortunate scenarios could have a significant negative impact on your family’s financial security. The hope is that these scenarios never occur, but there are no guarantees they won’t—so planning should be done to protect your financial security if..

Wealth Planning Wealth & Lifestyle Grow

What is Wealth Planning? Pt. 3: Investments

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

| 9/10/20 10:03 AM

4 minute read

It is no secret that one of the key factors in obtaining financial security and freedom is having enough financial resources to live the lifestyle you want before and after retirement. Effective wealth planning is not only determining how much is needed to obtain the financial security and freedom you desire, but also developing an investment plan to accumulate and protect those resources.

So how do investments fit into a wealth..

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