Nan Yin Juan

Nan Yin Juan

Financial Consultant

Retirement Planning Specialist

My focus on executive benefits and estate planning strategies, two complementary disciplines, has enabled me to develop a thorough understanding of these fields. My years of experience enables me to provide quality, professional service to business owners and other successful individuals.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.

When it's time to implement your strategy, we'll work together to review the options and alternatives. Next, you can select a combination of products and services that make sense and suit your needs. From time to time, I'll check in to make sure you're still on track and sticking to the strategy.


  • Chun Hsien University, BS; Taipei Taiwan

Achievements and Recognition

  • FINRA Series 6, 7, 63, and 65
  • Life and Health Insurance licensed
  • Production Growth Bronze 1992,1994
  • Production Growth Silver 1989
  • Production Growth Gold 1990, 1992
  • President's Cabinet 1992-1996
  • Hall of Fame 1998
  • Superior Achievement 2003
  • Distinguished Service 2008
  • Veteran Service 2012
  • Silver Medal of Honor 2013
  • Hallmark I 2000
  • Hallmark II 2007
  • Hallmark III 2016
  • National Leaders Corps 1988 - 2017
  • Circle of Excellence 2006, 2007
  • Centurion 1993 - 2017

Personal Data

My mission is to deliver practical ideas using investment and insurance strategies to help you make the most of your financial future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the phone number listed on my Home page or sign up for a no obligation appointment here on my Web site using the "Appointment Sign-up" link. We'll work together to help you reach your goals.

Thanks for visiting.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Complaints about an Equitable Advisors FP should be directed to CA Insurance Lic. # 0B85591

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 703-205-0338
Fax 301-251-8748
Mobile Phone 301-523-9458