We help our clients pursue financial freedom. Our goal is to partner with clients to devise a workable financial plan to balance living life now while still investing for the future.
I’m Nathan Phan, PharmD, CFP®. I’m a financial planner with a pharmacy background. In 2010, faced with six-figure pharmacy school debt, I needed a plan. After educating myself about personal finances, I was debt-free in less than 2 years. In the following years, even though I was debt-free, it still felt like I could be doing more. I realized I wasn’t investing adequately and needed to improve. I deepened my knowledge about investing through extensive research. When I learned how to optimize my investing and align my spending with my values, I found that I could greatly shorten my journey to financial independence.
As a pharmacist, I often encountered and tried to help colleagues who, despite their education and income, needed help with managing their finances. In 2019, I passed the FINRA Series 65 qualification exam and registered* my fiduciary advisory firm in Texas. In 2022, I finished school and passed the board exam to become a CERTIFIED FINANCIAL PLANNER™ practitioner.
I believe that financial freedom allows us to spend more time pursuing our passions. My mission is to help my clients make wise decisions to grow and preserve their wealth over time.
*Registration does not imply a certain level of skill or training but only indicates that Phan Capital Management has registered its business with state and federal regulatory authorities.