IRVINE, Calif.--(BUSINESS WIRE)-- First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today they have appointed Daniel Fan as Director of Wealth Planning. In his new role, Fan will oversee the firm’s Wealth Planning department and advise clients on sophisticated wealth strategies. He will work closely with First Foundation’s financial advisors to optimize existing clients’ wealth plans and develop new relationships by helping clients achieve their financial goals.
“We’re very excited to welcome Daniel Fan as leader of our Wealth Planning team,” said John Hakopian, President of First Foundation Advisors. “Daniel’s comprehensive background as a wealth strategist and planner makes him the perfect fit to support our clients with their unique needs.”
Fan brings more than 15 years of experience in financial planning to his position, and has maintained a focus on delivering a personalized experience. Prior to joining First Foundation, he was Senior Vice President, Director of Wealth Planning and Insurance at First Bank Wealth Management, and previously was Vice President, Regional Director at Union Bank Private Wealth Planning. He is a Certified Financial Planner and holds his Juris Doctorate and Master’s in taxation from Pepperdine University School of Law and Golden Gate University, respectively.
“I’m thrilled to join First Foundation and work with a team who believes that the best way to help clients achieve their goals is to provide a great wealth planning experience,” said Fan.
Fan will work with teams across First Foundation, including helping clients within the private wealth management, banking, insurance, and trust departments.
About First Foundation
First Foundation, a financial institution founded in 1990, provides private wealth management, personal banking, and business banking. The Company has offices in California, Nevada, and Hawaii with headquarters in Irvine, California. For more information, please visit www.ff-inc.com.