About Us

At Quan Financial, you have the luxury of working with a prestigious network of financial advisors, tax professionals, lenders and creative problem solvers. Our mission starting out was to establish a financial company based on something more meaningful than just making and saving people money. After aligning with other professionals; we decided it was time to collectively bring financial professionals together in a way that created more substance and provided more value to benefit our clients and the clients of other professionals. We align with top experts in their fields to assist other professionals in added-value services to their clientele.

We wanted to have a meaningful name that represented something. Then we remembered the famous quote in the movie “Jerry Maquire”. No, not “Show me the money!”, it was “Give me the Quan Jerry…I want the Quan”. In the film, Cuba Gooding Jr’s character says Quan represents “Love, Respect, Community…and the Dollars too. The entire package. The Quan!”. To us, Quan represents exactly what we hope to accomplish in our personal lives, as well as the lives of our clients- A meaningful and purposeful life filled with love, compassion, respect, community and wealth. It also requires having the skill, attitude and team to acquire the Quan. Allow us to explore exciting new opportunities to add value in your life and be your “Ambassadors of Quan”.

Who we are

Chad Headshot capital gains taxes

Chad Penry

CEO | Ambassador of Quan

Bio

Bruce Jones capital gains taxes

Bruce Jones

Consultant

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