Independent advice, it just makes sense.
We'll handle your investment, insurance, mortgage, and financial planning needs by providing choices you can understand. Know you're making the right decisions for your future.
With years of experience in the financial industry, William Chan excels in comprehensive financial planning; addressing issues that may have been overlooked by clients and their past advisors. His detailed knowledge of products and strategies allow him to develop customized solutions that are guaranteed to provide an unbiased view to one’s situation.
Since 2016, I am a proud holder of multiple designations: CERTIFIED FINANCIAL PLANNER (CFP®), estate planner (CLU®), and health insurance specialist (CHS™).