Shirley Tan, AAMS®, CMFC®, AIF®
Financial Advisor | LPL Registered Representative
As a financial advisor, Shirley makes the complicated simple by educating her clients so they can feel more comfortable about the decisions they make regarding their financial health. She believes that the seeds of our financial future are planted in the steps taken today.
Shirley is committed to always doing what is in the client’s best interest and it doesn’t matter if it takes hours to explain investment concepts to the novice investor. She develops a close understanding of her client’s needs in order to create a comprehensive plan which will assist them in pursuing both short and long-term goals.
Shirley has over 30 years of financial services experience which included a few years spent at Union Bank in the International Lending Department. She feels that all her past work experiences have prepared her well for the career she has today.
Shirley received the Accredited Asset Management Specialist (AAMS®) designation in 2016 and the Accredited Investment Fiduciary® (AIF®) designation in 2019.
Shirley is proud of her two boys, Jon and Johann who have grown up to be kind, compassionate and productive citizens of society. Shirley loves to travel and while Paris used to be a favorite destination, it has now been replaced by Prague.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
CA Insurance Lic #0G35540