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Felix Kwan, CFP®, has a comprehensive work experience in the financial planning industry. Felix began their career as a Financial Advisor at Waddell & Reed and then moved on to become a Financial Advisor at MassMutual Financial Group. Felix then joined Citi as a Client Financial Analyst before transitioning to Fidelity Investments, where they held various roles including Investments Representative, Financial Planning Consultant, and VP, Private Client Group - Senior Account Executive. Currently, Felix is associated with Edelman Financial Engines, where they have held the positions of Associate Director, Director, and Executive Director, Financial Planning.

Felix Kwan, CFP®, obtained a Bachelor of Science degree in Finance, General from the University of Tennessee, Knoxville between 1995 and 2000. Felix also holds additional certifications including a DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals. Furthermore, Felix Kwan is a Certified Financial Planner™.