Tony T. Chan

Tony T. Chanage 30

Financial adviser, Crossroads Planning

Fast Facts

  • Been in the Army Reserves for 13 years
  • Works out twice a day
  • Favorite nightcap: Cognac on the rocks

Tony Chan is the kind of person who might be difficult for most people to keep up with. That’s not just because he works out twice a day, or because he’s a 13-year veteran of the Army Reserves.

It is more about the fact he is driven to build his fledgling business by seeking out opportunities wherever he finds them.

After eight years in the financial advice business, Mr. Chan launched his own firm, Crossroads Planning, in 2013. He’s a first lieutenant in the Army, where he works as a finance officer.

He also does lots of pro bono financial advisory work for military families, which is where he is looking to expand the reach of his planning firm.

Mr. Chan, who is closing in on the rank of captain, is considering resigning from the Army to dedicate more time to his financial planning.

“As I move up through the ranks I feel like there’s a conflict between my time in the military and my practice,” he said. “My practice is a priority.”

To help build his practice, Mr. Chan has learned to leverage tax planning as an avenue for new client relationships.

“The type of clients I get are tax savvy, and are looking for tax and financial planning help,” he said. “I use tax as more of a gateway to generate leads.”

At age 30, Mr. Chan at times sounds much older. He’s not a big fan of social media; his networking is mostly about building old-school connections. And he recognizes the distinguishing characteristics of “younger people.”

“The biggest challenge I find is how quickly young people want an answer to a question they have,” he said. “They want it right now, so this is a 24-hour job.”

– Jeff Benjamin


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