The Tan Financial Group
Frank Tan
Wealth Management Advisor and Principal|ChFC®, CFP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Carol A Rappaport
CLU®, ChFC®, CLTC®
I specialize in working with individuals and business owners at all life stages and business cycles. As a business owner, I'm intimately aware of challenges employers face. What I love about my job is establishing long term relationships. I'm passionate about helping clients achieve financial security and developing impactful, sustainable employee benefit programs for their businesses.
Mark L Fine
CASL®, CFP®, CLU®, ChFC®
Wealth Management Advisor
Since launching my practice in 1993 (more than 25 years ago) I have pursued the education and knowledge to meet the evolving needs of my clients. That’s why I’ve achieved the designation of Long-Term Care Specialist, positioning me to assist other advisors and effectively help people plan for inevitable costs in a way that protects their resources and loved ones.
Peter A Mortka
CFP®, CLU®, ChFC®
Life Insurance Specialist
Financial planning requires a commitment of time - yours and my team. We will work to understand your current personal and financial circumstances and your goals for the future. Together, we will develop a financial plan that balances your short-term needs with your long-term goals. Whether you are looking to protect, grow or transfer wealth, we can help.
Ryan M. Hungershafer
CFP®, ChFC®, CLU®, CLTC®
Estate & Business Planning Specialist
Ryan Hungershafer serves as Managing Director of the Northwestern Mutual Albany District Office and is in his fifteenth year as a Wealth Management Advisor. His career began in Northwestern Mutual’s nationally-ranked internship program in 2002. Ryan is a graduate of Siena college and lifetime resident of the Capital Region. He now resides in Clifton Park with his wife, Marisa and son, Jack.