Elisa Chan Email & Phone Number
Partner @ G9 Financial
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Elisa Chan Location
- Boston, MA, US
Elisa Chan Work
- Partner @ (June 2020 - Present)
- Co - Owner, Financial Advisor* @ Dream Big Financial, LLC (November 2009 - June 2020)
Elisa Chan Education
- Framingham State University
Bachelor of Science (Business Administration)
2003-2008
Elisa Chan Skills
- Key Person Insurance
- Employee Benefits
- Disability Insurance
- Retirement Planning
- Roth IRA
- 401k
- Long Term Care Insurance
- Gift Planning
- Life Insurance
- Investments
- Financial Services
- Finance
- Fixed Annuities
- Securities
- Estate Planning
- Series 7
- Series 63
- Series 6
- Long-term Care
- Retirement
- IRAs
- Insurance
- Long Term Care
Elisa Chan Summary
- Elisa Chan, based in Boston, MA, US, is currently a Partner at G9 Financial. Elisa Chan brings experience from previous roles at Dream Big Financial, LLC. Elisa Chan holds a 2003 - 2008 Bachelor of Science in Business Administration @ Framingham State University. With a robust skill set that includes Key Person Insurance, Employee Benefits, Disability Insurance, Retirement Planning, Roth IRA and more. Elisa Chan has 2 emails and 4 mobile phone numbers on RocketReach.
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