Frank Tan ChFC® CFP® in

Frank Tan ChFC® CFP®

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Wealth Management Advisor at Northwestern Mutual
📍 Albany, New York, United States

Frank Tan is a certified Wealth Management Advisor at Northwestern Mutual, holding both CFP® and ChFC® designations. He specializes in creating comprehensive financial plans to help individuals and families build relationships that will serve their needs and secure their futures over time.

Before his career in finance, Frank was a Clinical and Senior Medical Technologist, working in hematology, chemistry, microbiology, and blood banking at Albany Medical Center and Ellis Medicine.

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Experience
23 Years
Current Role
Wealth Management Advisor
Location
Albany, New York, United States
Personality Overview

How Frank shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Frank cares about

Financial Planning
As a CERTIFIED FINANCIAL PLANNER™ professional, his work centers on helping clients build solid financial plans to last a lifetime, a theme he often repeats.
Long-Term Care
He proactively shares content about planning for long-term care, identifying it as a common financial blind spot for many families.
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Career

Work history

7-2024
Wealth Management Advisor
Northwestern Mutual
9-2018 - 12-2023
Financial Advisor, Field Director
Northwestern Mutual
1-2014 - 7-2024
Financial Advisor
Northwestern Mutual
4-2010 - 1-2014
Clinical Technologist II
Albany Medical Center
1-2009 - 12-2013
Senior Medical Technologist
Ellis Medicine
In the press

Media appearances

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Education
2021 - 2022
Chartered Financial Consultant-Certification
The American College of Financial Services
2019 - 2021
Certified Financial Advisor -Certification
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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