portrait of Katie Tan
FINANCIAL ADVISOR

Katie Tan

AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors
  • College Savings
  • Charitable Giving

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Request a Consultation

All Fields Required
*I certify that I am the person identified in the above and I give Edward Jones permission to contact me by email or phone.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More