Check the background of
this investment professional

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Values-Based

Investing

Financial
Guidance

Rooted in

Queer Wisdom

Young tattooed man leaning on a bicycle outside of Brooklyn brownstones

Is it possible to invest with my values?

How I Can Help You

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ORGANIZED

Finally know what you
have and where to find it.

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INVESTED

Diversified portfolio management that fits your values.

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SUPPORTED

Strategic, logistical, and human support every step of the way.

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IMPLEMENTED

Turbo-charge your follow-through on crucial tasks.

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EDUCATED

Build financial literacy and come to understand your money.

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ALLYSHIP

Pursue your dreams with a financial professional on your side.

Landon Tan  (He/Him)
Certified Financial Planner

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As a fresh-faced, trans-masculine former spoken-word poet and social justice trainer, it was a bit awkward when I first followed in my father’s footsteps to begin working as a financial advisor back in 2014.

Instead of differentiating sex and gender, I was differentiating stocks and bonds. I began on-the-job training in portfolio management and financial modeling. I earned a Certified Financial Planner™ designation, considered by many to be a core standard of competence in the field. 

I learned to love the nerdy quirks of the field and knowing I could do my part to help people to avoid unseen threats and go after what they want. I realized that I could use my knowledge of financial systems to act as a cultural translator and help empower my peers to make decisions with more clarity and information.  

I hope that this work can lift up the people around me and clue them in to the secrets and the realities of the capitalist financial system we live in.