As an Edward Jones financial advisor, my main purpose is to help create financial strategies to organize, grow and protect wealth for my clients. I achieve this by understanding what's important to each individual and formulating tailored strategies to help them reach their financial goals. Planning for your financial future can be daunting, and I believe that I have the passion and knowledge to help those in my community with accomplishing this process. I am honored by the trust that my clients have with me, and I find mutually rewarding the relationships built throughout our partnership.
I started my career in financial services in 2004, having held positions in corporate banking, investor relations and investment management. After spending the majority of my career as an analyst and portfolio manager for a mutual fund and institutional investors, I find great joy in being able to use that experience to directly add value and make a lasting impact with individuals and small businesses. Being an immigrant, I personally understand the value of hard work, and I am dedicated to helping my clients grow and protect what they themselves have worked hard to achieve.
I earned a bachelor's degree in business administration from the University of Southern California and an MBA from Columbia Business School where I was selected for the Value Investing Program. In addition, I am a CFA® charterholder. The CFA Institute awards the CFA designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete.
My wife, Kathy, and I have two children, Alden and Madeline, and two rescue dogs, Sir George and Allie. I enjoy spending time with family, eating, traveling, working out and sports.
- Wealth Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Office Address6331 Haven Avenue Suite 8
Alta Loma, CA 91737
Phone NumberVi Chan at (909) 484-7555
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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