Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:

Save Time
Mastering personal finance requires years of research and learning.
Our collaborative approach helps eliminate the learning curve and allow you more time to do the things you love.

Your Goals, Not Ours
We're driven by your success, not product sales or commission.
In fact, as Fiduciary Advisors, we have a legal responsibility to place your interest before our own.

Clarity
Financial clarity cannot exist without knowing where you want to go.
That’s why we’ve built a process that helps you define your personal version of success and what it takes to get there.

Accountability
Staying committed to acheiving your financial goals can be tough.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
SERVICES
Comprehensive Financial Planning
This is the state of your cash flow, how you manage debt (and how to get rid of it), your net worth and what’s available for emergencies — as well as long-term planning for your goals.


Services
Tax Preparation
Because virtually every financial decision has tax implications, effective financial planning demands attention toward tax planning. That’s why for us, “Tax season” doesn’t end on April 15th — it is year round.
From annual tax return preparation to strategic planning, our team of professionals provide an integrated solution.
Services
Wealth Management
Our wealth management process begins with us working to understand your personal situation, financial goals, and risk tolerance. The result is a customized investment portfolio and wealth management solution tailored to your specific needs.

Meet the People Behind the Planning

Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist

Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist

Brandon Pope, EA
Tax Specialist
We're Proud of the Company we Keep
There’s an old adage that says you’re only as good as the company you keep. Here at Crossroads Planning, we’re firm believers in this sentiment, which is why we’re proud to rub shoulders with a variety of partners who are committed to the success of financial planning industry.









Ready to Get Started?
Whether you have a specific question or are just curious about how we might be able to help you, please fill out the form below and we will contact you soon.
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What We Believe:
Wealth Management Monterey Park Statistics 2018
Feb:523
Mar:770
Apr:267
May:241
June:205
July:531
Aug:516
Sept:615
Oct:12
Nov:91
Dec:679
Wealth Management Monterey Park Statistics 2017
Feb:18
Mar:83
Apr:81
May:877
June:285
July:628
Aug:216
Sept:652
Oct:681
Nov:627
Dec:573
Wealth Management Monterey Park Statistics 2016
Feb:994
Mar:92
Apr:272
May:237
June:94
July:407
Aug:334
Sept:618
Oct:176
Nov:602
Dec:860
Wealth Management Monterey Park Statistics 2015
Feb:133
Mar:376
Apr:998
May:146
June:467
July:676
Aug:438
Sept:486
Oct:760
Nov:520
Dec:363
Wealth Management Monterey Park Statistics 2014
Feb:147
Mar:580
Apr:697
May:828
June:206
July:270
Aug:6
Sept:200
Oct:362
Nov:278
Dec:437
Wealth Management Monterey Park Statistics 2013
Feb:686
Mar:772
Apr:74
May:863
June:374
July:935
Aug:244
Sept:507
Oct:310
Nov:242
Dec:653
Wealth Management Monterey Park Statistics 2012
Feb:919
Mar:91
Apr:263
May:678
June:612
July:626
Aug:723
Sept:759
Oct:205
Nov:420
Dec:587
Wealth Management Monterey Park Statistics 2011
Feb:691
Mar:593
Apr:612
May:52
June:872
July:49
Aug:509
Sept:557
Oct:822
Nov:584
Dec:420
Wealth Management Monterey Park Statistics 2010
Feb:518
Mar:665
Apr:703
May:828
June:907
July:356
Aug:605
Sept:825
Oct:448
Nov:869
Dec:503
Wealth Management Monterey Park Statistics 2009
Feb:494
Mar:226
Apr:819
May:699
June:646
July:405
Aug:111
Sept:336
Oct:999
Nov:724
Dec:389
Wealth Management Monterey Park Statistics 2008
Feb:773
Mar:899
Apr:427
May:595
June:482
July:847
Aug:790
Sept:0
Oct:511
Nov:492
Dec:829