Landon Tan, CFP®


Landon Tan, CFP® has been working in financial services since 2014 and became a Certified Financial Planner™ in 2018. Landon is trained in the areas of financial planning, investment planning, tax planning, retirement and employee benefits and estate planning. He works closely with Robin and the team to monitor investments, create comprehensive financial plans, and keep the business running smoothly.

Before arriving in field of financial advising, Landon studied Comparative History of Ideas, an interdisciplinary degree akin to alternative philosophy, at the University of Washington. He also worked for many years in non-profits facilitating social justice trainings regarding gender and sexuality. These experiences developed his ability to understand client perspectives on questions large and small and to approach sometimes confounding topics through the lens of an educator. Landon continues to enjoy working with clients to address their goals and helping at every step of the way.

When he isn’t rebalancing your portfolio or running a Monte Carlo simulation, Landon is likely to be consuming multiple forms of news media, practicing meditation, lifting weights, or singing karaoke. Language learning is a lifelong passion and he currently speaks English, French, and Spanish.

Landon lives in Brooklyn, NY and is always available to meet remotely by video conference, phone, and email with clients.

Phone (917) 473-9682