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 San Gabriel Statistics 2018
Feb:58
Mar:124
Apr:597
May:72
June:856
July:783
Aug:496
Sept:235
Oct:650
Nov:49
Dec:740
Wealth Management San Gabriel Statistics 2017
Feb:927
Mar:196
Apr:370
May:321
June:401
July:36
Aug:688
Sept:589
Oct:51
Nov:234
Dec:563
Wealth Management San Gabriel Statistics 2016
Feb:655
Mar:109
Apr:215
May:82
June:110
July:249
Aug:508
Sept:168
Oct:374
Nov:105
Dec:241
Wealth Management San Gabriel Statistics 2015
Feb:888
Mar:738
Apr:465
May:538
June:787
July:204
Aug:530
Sept:714
Oct:400
Nov:901
Dec:34
Wealth Management San Gabriel Statistics 2014
Feb:938
Mar:723
Apr:390
May:989
June:958
July:954
Aug:944
Sept:612
Oct:63
Nov:158
Dec:695
Wealth Management San Gabriel Statistics 2013
Feb:408
Mar:203
Apr:342
May:782
June:308
July:583
Aug:11
Sept:196
Oct:320
Nov:476
Dec:734
Wealth Management San Gabriel Statistics 2012
Feb:681
Mar:264
Apr:822
May:81
June:165
July:857
Aug:883
Sept:102
Oct:580
Nov:273
Dec:91
Wealth Management San Gabriel Statistics 2011
Feb:226
Mar:34
Apr:148
May:290
June:192
July:843
Aug:463
Sept:601
Oct:46
Nov:805
Dec:383
Wealth Management San Gabriel Statistics 2010
Feb:388
Mar:394
Apr:550
May:709
June:871
July:283
Aug:816
Sept:552
Oct:548
Nov:638
Dec:634
Wealth Management San Gabriel Statistics 2009
Feb:494
Mar:517
Apr:815
May:73
June:790
July:906
Aug:611
Sept:16
Oct:941
Nov:760
Dec:306
Wealth Management San Gabriel Statistics 2008
Feb:602
Mar:769
Apr:734
May:649
June:574
July:116
Aug:2
Sept:962
Oct:511
Nov:552
Dec:670