Member Profiles

Alice Tang, VP, The Business Planning Group

AliceTang pbc Vice President Business Planning Group Alice Tang, VP, The Business Planning Group Alice Tang is the Vice President of The Business Planning Group. Alice started her Financial Advisor career in 2000. Her firm assists individuals and small businesses in retirement strategies, succession plans and gifting processes. Her strength is financial planning and tax* advantaged wealth building strategies. In her client relationship, she acts as the Financial Quarterback through coordinating with other advisors like CPAs, attorneys and bankers.

Alice believes in giving back to the community and her heart goes to women and children. She is a board member of CASA (Count Appointed Special Advocate) for children. In addition, she is on the National Board of WIFS (Women in Insurance and Financial Services) and was the Founder of WIFS Portland Chapter. She is a qualifying member of Million Dollar Round Table (MDRT). She is nominated for the Orchard Award organized by Portland Business Journal for women leaders in Portland in 2008 & 2011.

Alice was born and raised in Hong Kong. She received her Bachelor of Science degree at University of London, England in 1985 and her Master in International Management degree from Portland State University in 1998.

Alice and her husband live in Portland, Oregon, the most beloved city among all she has lived in. In her spare time, she enjoys hanging out with friends, trying new wine, good food and restaurants, reading and singing “karaoke” and lately playing Wii.

Contact Alice:
The Business Planning Group
12901 SE 97th Ave, Ste 100, Clackamas, OR 97015
Tel 503-654-7676
Fax 503-653-7575

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Signator Investors, Inc. nor any of its agents, employees or registered representatives are in the business of offering such advice. Individuals are advised to seek the counsel of such licensed professionals.

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor The Business Planning Group is independent of Signator Investors, Inc. 138 River Rd Ste 310, Andover MA 01810. (978) 689-6997. 103-20120131-93697

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