May-Inn Tan

May-Inn Tan

CERTIFIED FINANCIAL PLANNERTM Professional


May-Inn Tan is a CERTIFIED FINANCIAL PLANNERTM focusing on comprehensive wealth management including retirement and investment planning. Ms. Tan is passionate about helping people to optimize their financial decisions regardless of their wealth level.

Ms. Tan spent 28 years in the high tech industry as a software engineer and people manager. In 2009 she decided to pursue her own interests after she took early retirement from HP. Since then she earned a degree in “Personal Financial Planningâ€쳌 from the University of California Santa Cruz. In 2010, she entered the financial services industry as a para-planner with Wellspring Consulting. Since then, she acquired a Series 7 Security License, Series 65 Investment advisor License, and a California Life/Health license.

In 2013 she joined Centaurus Financial, Inc., a privately owned broker/dealer, as a registered rep. Also in 2013, she achieved the certification as a CERTIFIED FINANCIAL PLANNERTM professional. In late 2016 she joined High Valley Financial Planning Services, a financial services firm offering security services through Cambridge Investment Research, Inc. and advisory services through the RIA which is Cambridge Investment Research Advisors, Inc.

Ms. Tan is a graduate of University in New Haven, Connecticut with a Master of Science degree in Computer Science. She also holds a Bachelor's degree in social science from National Taiwan University. She is fluent in both English and Mandarin. With her past job at a global company working with people from offices in many different foreign countries and knowledge/training from UC Santa Cruz, she built a strong foundation in problem solving. She has successfully raised her two children after her husband passed 21 years ago. Her passion in financial planning inspired her to leave the high tech industry and pursue a career in the personal financial planning industry. She is passionate about helping people to enrich their lives via financial planning regardless of their current financial situation.