Dennis Chan Email & Phone Number
CERTIFIED FINANCIAL PLANNER™, Vice President and Senior Partner @ Everest Financial Group
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Dennis Chan Location
- Minneapolis, MN, US
Dennis Chan Work
- 2005 -now CERTIFIED FINANCIAL PLANNER™, Vice President and Senior Partner @
- 1995 -2005 Financial Advisor @
Dennis Chan Education
- The American College
CERTIFIED FINANCIAL PLANNER™ Certification
2008-2010 - Bemidji State University
Bachelor of Science (B.S.) (Business Administration, Economics)
1992-1993
Dennis Chan Skills
- Financial Advisory
- Securities
- Investments
- Finance
- Mutual Funds
- Alternative Investments
- Estate Planning
- Series 7
- Retirement Planning
- Wealth Management
- Asset Allocation
- Asset Management
- Series 63
- Retirement
- Asset Managment
- Investment Advisory
- Management
- Project Planning
- Accounting
- Training
Dennis Chan Summary
- Dennis Chan, based in Minneapolis, MN, US, is currently a CERTIFIED FINANCIAL PLANNER™, Vice President and Senior Partner at Everest Financial Group, LLC. Dennis Chan brings experience from previous roles at Focus Financial Network, Inc.. Dennis Chan holds a 2008 - 2010 CERTIFIED FINANCIAL PLANNER™ Certification @ The American College. With a robust skill set that includes Financial Advisory, Securities, Investments, Finance, Mutual Funds and more. Dennis Chan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Everest Financial Group Employees
Jim Matejcek
President and Chief Compliance Officer
Minneapolis, MN, US
Bill Hunstock
Owner and Senior Partner
Minneapolis, MN, US
Chris Cheney
Owner
Saint Paul, MN, US
Megan Schertz
Administrative Assistant to the Vice President and Paraplanner
Minneapolis, MN, US
Phoebe Wall
Financial Advisor
Minneapolis, MN, US
Douglas Mock
CERTIFIED FINANCIAL PLANNER™ Professional
Minneapolis, MN, US
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