Meet Staci Tan

We had the good fortune of connecting with Staci Tan and we’ve shared our conversation below.

Hi Staci, what’s the most important thing you’ve done for your children?
As a parent, I think the most important thing I’ve done is to never stop learning. Before starting my career as a financial advisor, I enrolled in courses at Harvard Extension School to deepen my understanding of American history and culture. I want my children to see that growth is a lifelong journey — and that it’s never too late to evolve, dream bigger, and challenge yourself.

Alright, so let’s move onto what keeps you busy professionally?
My career has been a journey of hard work, open-mindedness, and genuine passion. I never stop looking for new ways to grow, new paths to succeed, and most importantly, new ways to truly support the people I work with. I care deeply about my clients — I stand with them, not just as a financial professional, but as someone who genuinely wants to help them feel confident, supported, and understood.

I didn’t get here easily. Like many people who start over in a new field, I’ve had to learn from scratch, face uncertainty, and keep going even when things felt overwhelming. But I’ve learned to trust my instincts, stay sincere, and lead with kindness — and that has made all the difference.

If there’s one thing I want people to know about me and my work, it’s that I care. I’m sincere, passionate, and kind — and I bring that energy into everything I do.

If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
If my best friend came to visit, I’d give them a mix of relaxation and California sunshine. We’d start with breakfast by the beach at Crystal Cove, bike along Newport’s boardwalk, and grab sushi at Nobu for dinner. I’d take them hiking in Laguna for the view, and we’d end the week with spa time at Pelican Hill and a walk through Lido Marina. Nothing fancy — just the best of SoCal living: good food, ocean breeze, and time to slow down.

Who else deserves some credit and recognition?
I’d say the credit goes to the journey itself — the ups and downs that taught me resilience, and the small wins that reminded me to keep going. I didn’t have a clear roadmap, but I stayed curious, open, and committed to growing, even when things felt uncertain.

Instagram: Her Prosperité

Linkedin: http://linkedin.com/in/wenting-staci-tan

Other: WeChat: Anlaneq