Quan is a Planning Associate that assists advisors and clients in the management of clients’ accounts and financial plans.
Quan graduated from California State University Fullerton with a BA in Business Administration, concentrating on Finance. His degree in Finance was paired with a Certificate in Personal Financial Planning, which he is using to pursue the CFP® designation. During college, Quan gained expansive experience through his various internships in the financial services industry. He is excited to play a role in the success of Anchor Bay clients’ financial future.
In Quan’s free time, he enjoys gardening, cooking new recipes for his family and friends, and camping.
