Nan Yin Juan

After a successful decade of starting and running my own real estate agency while raising a family in Taiwan, my family and I emigrated to the United States.  Shortly after arriving in the United States, I sought to find a career which would enable me to use my background as a small business owner, a career woman, and a first-generation immigrant.  Thankfully, I found the financial services industry.  Given my past experiences, I am well-qualified to understand the unique challenges as well as the opportunities facing many our individual and business owner clients. 

Having been in the financial industry for over three decades, I have assisted countless business owners as well as individuals implementing solid financial strategies as their needs change and their wealth grew over the years through a committed and collaborative processes.  My objectivity, honesty, integrity, and dependability have earned the trust of my clients.  As my daughter has followed me into the financial industry, we have continued to serve our clients, which often represent multiple generations, with the same zeal and passion.  There is nothing more satisfying to us than assisting our clients by implementing sound financial strategies and seeing them succeed in reaching their financial goals.

For the past decade and more, I have focused my services in four broad categories:

• Risk management and long-term care planning
• Retirement planning
• Investment management 
• Estate planning

I look forward to building on the success I have had in the last three decades with our Ascend Planning & Consulting, LLC team of professionals.  I look forward to the opportunity to further enhance our client services and assist our clients for many more years to come.  

• BS Land Management – National Chun Hsien University (Taiwan)

California Insurance License # 0B85591