Meet The Team

Paul Tan

Paul Tan

    • Financial Advisor
    Paul has been a licensed Financial Advisor since the early 1990’s. After traveling to the mountains for many years, his dream to relocate to Park City was realized in 2003. Paul and his wife Peg, packed up their two kids, Cole and Sam, and settled into mountain living. For Paul, working in the financial industry while enjoying Park City has been his definition of “living the dream”. His style of financial management fits the Park City area well. He is highly personalized and concentrates on treating each client’s situation as unique. Leveraging technology has allowed him to manage clients all over the country while maintaining Park City as his business’s home base. He believes that when your financial situation is managed well, you can worry less, and live more.

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    Cole Tan

    Cole Tan

      • Financial Advisor
      Cole is a University of Utah Business Scholar Graduate and Series 7 licensed financial advisor who joined the team 5 years ago and enjoys being able to live, work, and play in Park City.

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      Come ski/bike/hike/climb/camp with us!

      We are Park City Wealth Management, a father/son financial services team located in Park City, UT. When it comes to our clients' finances, we aim to provide confidence.

      We are passionate about Park City and take advantage of everything this beautiful town has to offer. When we are not managing money, we can be found on the ski hill, the mtn bike trails, or in a local coffee shop.  
      Park City Wealth Management

      Investment and Insurance Products are:

      • Not Insured by the FDIC or Any Federal Government Agency
      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

      This information is intended for use only by residents of (AR, AZ, CA, CO, FL, ID, MD, MO, NV, NY, OH, TN, TX, UT, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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