AdFi
FT

Fred Tan, CFP, MBA

Miami, FL
Verified Identity

Principal at

Cerity Partners

Years of Experience

30 years

Number of Clients

30

Average Client Size

$2,500,000

Member Since

2025

Allow Me to Introduce Myself

I’m a Senior Principal based in our Boca Raton office, serving private clients throughout Florida. For over 30 years I’ve helped families navigate the complexities of wealth with clarity and confidence. My clients are successful business owners, senior corporate executives, retirees, philanthropists...

Clientele

Business Owners
Corporate Executives
Entrepreneurs
LGBTQ+
Retirees
Ultra High Net Worth Individuals

Fred works closely with High Net Worth families, Business Owners, and Corporate Executives to deliver tailored and comprehensive family and business financial, retirement, tax, charitable giving, succession, and insurance advise and solutions.

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

NYU Stern School of Business

MBA, Finance and International Business

Obtained in 1989

Colgate University

B.A in Political Science

Obtained in 1983

Disclosures and Proof of License

SEC Profile

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.

Profile Last Updated: October 27, 2025