About Us

Nan Yin Juan

Financial Consultant
At Retirement Group Retirement Planning Specialist
Phone: 703-205-0338
Mobile: 301-523-9458
Fax: 301-251-8748

After a successful decade of starting and running my own real estate agency while raising a family in Taiwan, my family and I emigrated to the United States.  Shortly after arriving in the United States, I sought to find a career which would enable me to use my background as a small business owner, a career woman, and a first-generation immigrant.  Thankfully, I found the financial services industry.  Given my past experiences, I am well-qualified to understand the unique challenges as well as the opportunities facing many our individual and business owner clients.

Having been in the financial industry for over three decades, I have assisted countless business owners as well as individuals implementing solid financial strategies as their needs change and their wealth grew over the years through a committed and collaborative processes.  My objectivity, honesty, integrity, and dependability have earned the trust of my clients.  As my daughter has followed me into the financial industry, we have continued to serve our clients, which often represent multiple generations, with the same zeal and passion.  There is nothing more satisfying to us than assisting our clients by implementing sound financial strategies and seeing them succeed in reaching their financial goals.

For the past decade and more, I have focused my services in four broad categories:


  • Risk management and long-term care planning
  • Retirement planning
  • Investment management
  • Estate planning



I look forward to delivering practical ideas using investment and risk management strategies to help you make the most of your financial future. 


Education



  • National 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 - 2020
  • Circle of Excellence 2006, 2007
  • Centurion 1993 - 2020



 


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 atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com. CA Insurance Lic. # 0B85591

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

California Insurance License #: 0B85591 (Nan Yin Juan), 0M46841 (Yufang Carolyn Juan)

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' affiliated life insurance carrier, 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck