Tanu Happonen, CFP®, ChFC®

Executive Advisor and Managing Director

Exton, PA, Annapolis, MD, Princeton, NJ

Department: Advisors

Experience: Wealth management since 2001

Education: Bachelor’s degree in economics and international business from Temple University

Tanu is invested in cultivating a diverse team from wide backgrounds from our Philadelphia office. He was the founder of Wealth Management Solutions, which merged with Modern Wealth in May 2024. As a CFP® Professional and Chartered Financial Consultant, Tanu has has been committed to creating financial peace for families throughout his career.

After beginning his career in wealth management in 2001 as a fund analyst, Tanu worked as a contractor in broadband engineering for nearly a decade. That entrepreneurial background gives him unique insight in helping families and businesses navigate the complexities of critical and personal financial decisions.

Tanu has lived in the greater Philadelphia area more than 25 years. As a native of Finland, Tanu is fluent in three languages. He enjoys traveling, hunting, fishing, and spending time with his wife, Debbie, and their three young children. Family and faith come first for Tanu. He’s devoted to supporting his local church and various mission organizations.

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