| 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. 2: Lifestyle Planning

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

| 8/12/20 11:01 AM

4 minute read

The ultimate reflection of financial security is having enough money to be able to live the lifestyle you desire, regardless of the stage of life you are in. To put it in more basic terms, you will undoubtedly feel financially secure if you have the income and/or assets to pay for all of your necessary—and discretionary—expenses. That is why lifestyle planning is a base foundation of wealth planning. It is an area of planning that..

Wealth Planning Wealth & Lifestyle Grow

Why Now May be the Right Time for Estate Tax Planning

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

| 7/28/20 9:45 AM

7 minute read

Given the current COVID-19 pandemic, it may seem like an odd time to talk about wealth transfer planning. Nevertheless, for those with large enough estates to be concerned about estate taxes, the pandemic, along with the current beneficial U.S. transfer tax laws, have created a favorable estate tax planning environment. This environment enhances the benefits of many estate planning strategies, which could translate into substantial..

Wealth Planning Wealth & Lifestyle Grow

What is Wealth Planning? Pt. 1: The Heart of Wealth Planning

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

| 7/16/20 10:58 AM

4 minute read

In unpredictable times—like what we are experiencing now—an immediate concern of many is the financial security of their family. As a father of three young girls, I have thought a lot about being able to provide financially for my family, and I know many of our clients have similar worries. But, it doesn’t always have to be about families; in fact, it usually has to start with the individual who wants to experience financial..

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