William Yao Fan
Investment adviser representative at Paulson Wealth Management Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$558.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Paulson Wealth Management Inc.Jun 2022 to now
- Calvin UniversitySep 2018 to Apr 2022
- Wheaton AcademyAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Paulson Wealth Management Inc.
$558.9MAssets managed
379Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7392428
- Firm CRD
- 150374