Helping You Create Your Lifelong Financial Plan

Many people look back on their lives with regret; not for the things they have done, but for the things left undone. They find they are more successful than they anticipated but saved less than they intended. That is where our team comes in. The Tan Financial Group will take the time to get to know you and your goals and objectives. We can help you anticipate and prepare for the best—and worst scenarios. The relationship we establish with you enables us to focus on your needs—today and throughout your lifetime.

team

Dedicated Financial Solutions for Medical Professionals

Frank’s journey began as a Clinical Laboratory Scientist, where he honed analytical acumen and an unwavering attention to detail in renowned hospitals throughout New York and Georgia—foundations that now distinguish him as a leading financial advisor at Northwestern Mutual.

Marcille, his colleague, practiced medicine in the Philippines before immigrating to the United States with his family, bringing with him a wealth of medical expertise and a deep personal understanding of transition.

Together, their shared backgrounds in healthcare afford them a singular perspective on the specific financial concerns faced by medical professionals—from physicians and nurses to therapists and laboratory technologists.

At Tan Financial Group, Frank and Marcille harness this specialized knowledge to develop tailored financial solutions for medical practitioners, addressing challenges such as overwhelming student debt, high earning trajectories, and the necessity for robust income protection.

Cross-Cultural Insights

As first-generation immigrants, Frank and Marcille provide a bridge between cultures, offering clients nuanced, cross-cultural guidance. Drawing from firsthand experience in both the Philippines and the United States, they bring a layered understanding to financial planning that encompasses not only technical expertise but also cultural sensitivity and empathy.

Their multifaceted backgrounds deepen their client relationships, empowering them to meet a broad spectrum of financial needs with insight, compassion, and real-world experience.

We’re top ranked by Forbes

Forbes has recognized Frank Tan as one of the top financial security professionals in New York State. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual.

This wouldn’t have been possible without you.

Forbes 2025

Forbes Top Financial Security Professionals list (July 2025), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2024. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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