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Fan is a Founding Partner at Liberty One Wealth Advisors, bringing a wealth of expertise in financial analysis and behavioral finance to her clients. Her mission is to guide clients through the ever-changing financial landscape while crafting personalized investment strategies that empower them to achieve their financial objectives. Holding the prestigious CFP® designation, Fan is dedicated to helping clients meet both their current and multi-generational wealth goals.
A proud graduate of Drexel University and a fluent Mandarin speaker, Fan's international background equips her to serve clients from diverse cultural backgrounds. Notably, Fan also serves on the Board of Governance of the Drexel Alumni Board, further showcasing her commitment to her alma mater.
Before co-founding Liberty One Wealth Advisors, Fan honed her skills at Merrill Lynch, where she earned her CERTIFIED FINANCIAL PLANNER™ designation. During her time there, she worked closely with corporate executives, business owners, and families.
Outside the world of finance, Fan resides in South Philadelphia with her husband, George, and their lovable dogs, Mochi and Sesame. When she’s not busy planning for your financial future, she can be found boxing, biking, reading or experiencing the flavors of Philadelphia.
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