Carmen Chan Email & Phone Number
Financial Advisor @ Golden Summit Wealth & Insurance Solutions
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Carmen Chan Location
- Walnut Creek, CA, US
Carmen Chan Work
- 2020 -now Financial Advisor @
- 2020 -now Financial Advisor @
- 2011 -2019 Senior Financial Consultant @
- 2010 -2011 Home Loan Consultant @
- 2008 -2011 Investment Consultant @
- 2005 -2008 Senior Loan Officer @ countrywide home loan
- 2002 -2005 Investment Consultant @
- 1998 -2002 Investment Consultant @
Carmen Chan Education
- California State University-Hayward
Bachelor of Science (BS) (President of International Club)
1992-1996
Carmen Chan Skills
- Series 63
- Retirement Planning
- First Time Home Buyers
- Financial Planning
- Wealth Management Services
- Loan Origination
- Mortgage Banking
- Portfolio Management
- Investments
- Mortgage Lending
- Refinance
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Investment Banking
- Loans
- FHA
- Investment Properties
- Series 7
- Securities
- Residential Mortgages
Carmen Chan Summary
- Carmen Chan, based in Walnut Creek, CA, US, is currently a Financial Advisor at Golden Summit Wealth & Insurance Solutions. Carmen Chan brings experience from previous roles at MassMutual Pacific, TD Ameritrade, PNC Bank and JPMorgan Chase. Carmen Chan holds a 1992 - 1996 Bachelor of Science (BS) in President of International Club @ California State University-Hayward. With a robust skill set that includes Series 63, Retirement Planning, First Time Home Buyers, Financial Planning, Wealth Management Services and more. Carmen Chan has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Carmen Chan?
Find contact details for 700 million professionals.
Others Named Carmen Chan
Carmen Chan
Chief Financial Officer
New York, NY, US
Carmen Chan
Partner
San Francisco, CA, US
Carmen Chan
Senior Vice President- Package Product Manager
Austin, TX, US
Carmen Chan
Senior Director of Client Authentication
Mississauga, ON, CA
Carmen Chan
Executive Director, Digital Marketing
Los Angeles, CA, US
Carmen Chan
Head of Talent Acquisition
Hong Kong
Top Golden Summit Wealth & Insurance Solutions Employees
Karen Steffy
Chief Recruiting Officer
California, United States
Victor Lee
Certified Financial Planner®
Walnut Creek, CA, US
Mike Clark
General Agent
Roseville, CA, US
Daniel Blum
Senior Vice President
Roseville, CA, US
Carmen Chan
Financial Advisor
Walnut Creek, CA, US
Carmen Goldsmith
Certified Financial Planner
San Francisco, CA, US
Stephen Koh
Vice President and Agency Supervisory Officer
California, United States
Hongze Chen
CERTIFIED FINANCIAL PLANNER (TM) Professional
Pleasanton, CA, US
David Chang
Senior Vice President
California, United States
Chuck Noriega
Sales Manager and Advisor
Discovery Bay, CA, US
Greg Williams
Financial Planner and Investment Adviser Representative
Pleasanton, CA, US
Leslie Pettinelli
Financial Planner
California, United States
Zubin Thomas
Financial Services Professional
California, United States
Ning Jiang
Financial Services Professional
Danville, CA, US
Alyssa Piontkowski
Marketing Director
United States
Yazzmin True
Agency Recruiting Director
Roseville, CA, US
Thu Nguyen
Founder, CEO
Santa Clara, CA, US
Robert Couse
Senior Vice President
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co