Daniel Fan

Senior Managing Director, Head of Wealth Planning at First Foundation - Irvine, CA, US

Daniel Fan's Colleagues at First Foundation
Andrew CAIA

Co - Chief Investment Officer

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Marty CAP

VP, Director Philanthropy Services

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Vincent CAMS

Vice President, Director of Specialty Risk Mitigation

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Tim Cody

Senior Vice President, Managing Director of Construction Lending

Contact Tim Cody

Michelle CFP

Managing Director

Contact Michelle CFP

Jeff Eisfelder

Managing Director

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Tony Fire

SVP, Director of Loan Production

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Daniel Fan's Contact Details
Email (Verified)
***@firstfoundationinc.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
949-202-4100
Location
Company
First Foundation
Daniel Fan's Company Details
First Foundation logo, First Foundation contact details

First Foundation

Irvine, CA, US • 500 - 999 Employees
Financial Services

First Foundation Inc. (NASDAQ: FFWM) and its subsidiaries offer personal banking, business banking, and private wealth management services, including investment, trust, insurance, and philanthropy services. This comprehensive platform of financial services is designed to help clients at any stage in their financial journey. The broad range of financial products and services offered by First Foundation are more consistent with those offered by larger financial institutions, while its high level of personalized service, accessibility, and responsiveness to clients is more aligned with community banks and boutique wealth management firms. This combination of an integrated platform of comprehensive financial products and personalized service differentiates First Foundation from many of its competitors and has contributed to the growth of its client base and business.

Investment Management Trust Services Wealth Planning Banking Consulting Insurance Services Personal Banking Business Banking Financial Services Financial Advisory Services
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Frequently Asked Questions about Daniel Fan
Daniel Fan currently works for First Foundation Inc.
Daniel Fan's role at First Foundation Inc is Senior Managing Director, Head of Wealth Planning.
Daniel Fan's email address is ***@firstfoundationinc.com. To view Daniel Fan's full email address, please signup to ConnectPlex.
Daniel Fan works in the Financial Services industry.
Daniel Fan's colleagues at First Foundation are Andrew CAIA, Marty CAP, Vincent CAMS, Tim Cody, Michelle CFP, Jeff Eisfelder, Tony Fire and others.
Daniel Fan's phone number is 949-202-4100
See more information about Daniel Fan