Robin Tan, Ph.D, CFP®


Robin completed the Certified Financial Planner™ (CFP®) Professional Education Program through the College for Financial Planning in Denver, Colorado and earned his CFP® certification early in his financial planning career.

With over two decades of experience as a financial advisor, Robin's journey began in the world of science, where he earned a Ph.D. in Chemistry from the University of Wisconsin - Madison and worked as a Research Chemist in Hawaii and Japan. His analytical precision, honed in the laboratory, combines seamlessly with his genuine care for his clients, forging lasting relationships.

Robin is deeply committed to his local community, connecting people with financial planners through outreach programs and actively participating in the Financial Planning Association.  For many years he spear-headed well-known local programs such as the Seattle Times' Retirement Planning Hotline and the monthly Seattle Times' articles featuring Financial Planning Makeovers.  Recognized as one of the "FIVE STAR© Wealth Managers" in Seattle for multiple years, his expertise reflects his unwavering commitment to quality financial services.

Beyond finance, Robin's curiosity extends to international cultures and languages, including speaking some Chinese, Japanese, Thai, Tagalog, and Malay.  Robin also enjoys traveling, scuba diving, swimming, and the occasional golf game.

The Five Star© Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2022 and 2023 Five Star Wealth Managers.

Phone (425) 739-9389