First Bank Welcomes New Director of Wealth Planning

Dan Fan has joined First Bank as a Senior Vice President and Director of Wealth Planning in the Beverly Hills office (9145 Wilshire Blvd.).

In his new role, Fan will be responsible for developing comprehensive wealth management plans to help business owners, corporate executives, families and individuals meet their financial goals. He has 14 years of financial services experience.

Prior to joining First Bank, Fan served as the Regional Director and Senior Wealth Strategist for Union Bank, where he oversaw a group of planners and analysts. He was also a Senior Vice President and Senior Wealth Planning Strategist for Wells Fargo – Private Bank.

Fan began his professional career as in-house counsel at Heidit Capital Group after graduating with his JD from Pepperdine University and LL.M. in taxation from Golden Gate University. He received his undergraduate degree from UCLA.

Fan lives in Los Angeles.

First Bank firstbanks.com is one of the largest privately owned banks in the country with $6.23 billion in assets and 129 locations in California, Missouri, and Florida and Illinois.