Advisor Information
Felix Kwan
CFP
Executive Director, Financial Planning
Firm
Edelman Financial Engines
Based In:
California
Serving Clients in these States

I partner with clients to create and implement financial plans to help achieve their goals. My family and I like to travel and enjoy being outdoors with the great California weather. Besides traditional markets and staying ahead of the ever-changing financial planning landscape, I have become fascinated with all aspects of the digital asset space.