Frank Tan

Frank earned a Bachelor of Science in medical technology from Cebu Doctors University and studied for an MBA at Xavier University in the Philippines.

He has been a member of the Million Dollar Round Table since 2015. For the past four years, he has ranked among the top three for new Northwestern Mutual financial representatives in the Eastern Region.

Awards and Recognition

• Million Dollar Round Table Qualifying Member 2016-2022
  • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Growing up I am exposed to both business and the medical world. My mother was a Registered Nurse and my father own and runs a family business. Convinced to follow my mom, I enrolled myself to take Bachelor of Science in Medical Technology.

In my early 20s, as part of a graduation gift from my parents, I visited the United States. That was the time when my eyes were opened to the challenges and opportunities on most immigrants here and decided to make my stay permanent.

I started my career here in the US as a Medical Technologist in Georgia, and later-on, New York. However, the calling of the business world is getting louder, and eventually, I found my way to Northwestern Mutual in 2013. After deliberate research, several interviews and lots of prayers, I finally decided to represent Northwestern Mutual. I fell in love with the company and its philosophy of enriching people’s lives by helping to secure their financial well-being; ultimately achieving the American Dream. I believe that trial and error strategy is not an efficient way to get to our financial goals.

My team and I are involved in a couple of fundraising efforts like Alex's Lemonade Stand and American Heart Association, to name a few. I serve as a member of financial board in local churches and as a lector. I serve and I’m also part of the board in Asian financial advisors in national level.

I enjoy visiting my family back in the Philippines and travelling the world as time allows. Jasmin and I reside in Niskayuna, NY with my mother in law, and our pets, Julia and Toffee.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.