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Sales Associate

CalRE#: 02150405

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NMLS#: 1598647

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Languages other than English

Chinese, Mandarin Chinese

More about Annie Fan

When I first stepped into the world of real estate, one thing became clear: buying or selling a property isn’t just a transaction—it’s a financial turning point.
With a background in tax advisory, [Your Name] saw too many clients paying more in taxes than they needed to, simply because no one connected the dots between real estate and smart tax planning.

Today, as a licensed real estate agent and tax-savvy advisor, I helps clients navigate property sales, purchases, and in-state 1031 exchanges with strategies that protect their hard-earned equity. Every conversation is rooted in one goal—helping clients keep more of their money while making smart, future-focused moves.

From first-time buyers who need a patient guide, to seasoned investors looking to optimize their portfolio, I target to combines market insight, negotiation skill, and tax strategy to deliver results that make sense both on paper and in real life.

For me, real estate isn’t just about closing deals—it’s about opening doors to smarter financial futures.

Office
Pleasanton
5075 Hopyard Rd Ste 200, Pleasanton, CA 94588
(925) 847-2200