Robin Tan, Ph.D, CFP®


Robin completed the Certified Financial Planner™ (CFP®) Professional Education Program through the College for Financial Planning in Denver, Colorado.

Robin has worked as a financial advisor for over 20 years. In addition to his years of experience as a financial advisor, Robin has an extensive background in science. He earned his Ph.D. in Chemistry from the University of Wisconsin - Madison, and he worked for a number of years as a Research Chemist.

Robin’s experience developing complex, creative solutions at a molecular level prepared him to make a qualitative difference in his clients’ lives. His analytical approach and genuine care for the people he helps has allowed him to pursue long-lasting relationships.

Robin has connected the local community with financial planners through several outreach programs, such as the Seattle Times' Retirement Planning Hotline and the monthly Seattle Times' articles featuring Financial Planning Makeovers. Robin previously served as the Public Relations Director of the Financial Planning Association, Puget Sound Chapter and remains an active member of the FPA. 

Robin was recognized in Seattle Magazine as one of the "FIVE STAR© Wealth Managers" in the Seattle area for 2013, 2014, 2015, 2016.

Robin enjoys learning languages and is interested in international cultures. He speaks some Chinese, Japanese, Thai, Tagalog and Malay. He also enjoys scuba diving, swimming and the occasional golf game.

Award 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 Five Star Wealth Managers.


Phone (425) 739-9389