Fred Tan
Senior Principal | Wealth Advisor to successful families, senior executives, and business owners.
- Role
- Senior Principal, Wealth Advisor at Cerity Partners at Cerity Partners
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Fred Tan
Cerity Partners empowers clients with comprehensive wealth management solutions, through tailored investment management strategies, fiduciary expertise, complex tax planning strategies, and comprehensive financial planning. I work closely with successful families, business owners, senior executives, and philanthropists to ensure the execution of their plan integrates their personal, financial, and professional goals and values.
Experience
Senior Principal, Wealth Advisor at Cerity Partners
Jul 2024 — Present · Boca Raton, FL, US
Education
NYU Stern School of Business
Master of Business Administration (M.B.A.), Finance and International Business
Colgate University
Bachelor of Arts (B.A.), Political Science and International Relations
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