TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Jitian Tan CFP

Mr Jitian Tan CFP

Merrill Lynch, Pierce, Fenner & Smith, Incorporated

5300 Stevens Creek Blvd Ste 120, San Jose, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$1,000,000
Languages
Cantonese, Mandarin, English
License
Not Validated

Areas of Expertise

Cross-Border Planning, Estate Planning, Investment Planning, Retirement Planning, Risk Management, Small Business Planning, Tax Planning

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