I believe planning creates opportunities — to build a business, retire early, or simply having freedom. I chose this path to help others find the confidence to live a life they never thought possible.
Built by someone who’s been on both sides of the table.
ABOUT JEFF
Chemical engineer turned IRS Enrolled Agent and CFP - driven by a belief that everyone deserves a real financial partner, not just an annual appointment.
Jefferson Chan, EA, CFP®
He couldn’t find the person he was looking for. So he became one.
THE STORY
Jeff started his career as a chemical engineer in the oil & gas industry — demanding work, but nothing that felt like it was building toward something that mattered. He started channeling that analytical ability elsewhere: helping his parents retire, coaching peers out of debt, and running a small online business.
The deeper he dove, the more he knew he wanted to do this professionally. But when he looked around the industry, the service standard wasn’t there. He couldn't find the person he was looking for. So he became one.
As an IRS Enrolled Agent, he doesn't just advise on taxes — he can represent you before the IRS, handle your filings, and build a tax strategy that connects to everything else in your financial life. Most clients start here, and the savings they find often open the door to something bigger.
That's where the CFP® comes in. As a Certified Financial Planner, Jeff is held to a fiduciary standard — meaning he's legally and ethically obligated to act in your interest, not his own. Two designations, one person, one connected picture.
Jeff is in his early 30s, building the same kind of life his clients are building. His clients aren't a demographic to him — they're his peer group. The conversation feels different when your advisor has lived the same chapter. Frontier keeps its client base small by design so every person gets the time, education, and attention they actually deserve. Most firms grow by adding clients. Frontier grows by going deeper with the ones already here.
When he's not deep in planning, you'll find Jeff embracing his inner nerd playing Pokémon and League of Legends, training in the gym, or traveling the world.