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Fred Tan, CFP, MBA | Financial Advisor

Profile img for Fred Tan, financial advisor at Cerity Partners
Miami, FL
Fred Tan, CFP, MBA
Financial Advisor
Principal at
Cerity Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Fred is a Principal based in South Florida. For over 30 years he has served as a holistic wealth manager, investment advisor, and financial planner to affluent families, business owners, senior corporate executives, philanthropists, and non-profit organizations. Prior to joining Cerity Partners, Fred was a Wealth Advisor at Goldman Sachs, RBC Wealth Management, BNY Mellon Wealth Management, and Merrill Lynch, providing tailored solutions that integrated financial planning, investment management, tax optimization, trust and estate planning, corporate benefits, insurance/risk management, retirement and succession planning advice to high net-worth families. Earlier in his career Fred was President of Banorte Securities International, LLC., Regional Vice President at Fidelity Institutional Investment Services, Inc., and a Commodity Trader at Philipp Brothers/Solomon Brothers.
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Specialties and Expertise

8
Alternative Investments
Business Ownership Strategies
Philanthropic Planning and Giving
Portfolio Construction
Socially Responsible Investing (SRI)
Succession Planning
Tax Minimization Investment Strategies
Ultra High Net Worth Planning

Clientele

6
Business Owners
Corporate Executives
Entrepreneurs
LGBTQ+
Retirees
Ultra High Net Worth Individuals

Credentials and Designations

2
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Certified Financial Planner™

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Series 65 - Uniform Investment Adviser Law Exam

Education

2
NYU Stern School of BusinessMBA, Finance and International BusinessYear Obtained: 1989
Colgate UniversityB.A in Political ScienceYear Obtained: 1983
Quick Facts About Fred
Years of Experience:30 yearsMember since:2025Average Account Size:$2,500,000Number of clients:30

Services Provided

How I help my clients

Investment Management

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Profile last updated: 05-07-2025
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