Eddie Tan

Eddie & Shirley: Pursuing the American Dream Eddie and Shirley moved from Malaysia in 1990 to pursue their American Dream. Married for 46 years, they are proud parents of two accomplished children.   Community Commitment Eddie gives back through free workshops on Social Security, tax planning, retirement income, and healthcare planning, empowering local residents with knowledge. Professional Credentials Eddie is licensed in Insurance and Series 65 Securities, and is a certified National Social Security Advisor (NSSA). As a Fiduciary Investment Advisor, he provides accurate, transparent advice in his clients' best interests. Eddie's mission is to help clients achieve financial security and peace of mind, ensuring they never have to worry about running out of money.