Elisa Chan's Location

Boston, MA, US

Elisa Chan's Work

  • Partner @ G9 Financial
  • Co - Owner, Financial Advisor* @ Dream Big Financial, LLC

Elisa Chan's Education

  • Framingham State University

    Bachelor of Science (Business Administration)

    2003 - 2008

Elisa Chan's Skills

  • Key Person Insurance
  • Employee Benefits
  • Disability Insurance
  • Retirement Planning
  • Roth IRA
  • 401k
  • Long Term Care Insurance
  • Gift Planning
  • Life Insurance
  • Investments

Elisa Chan's Summary

Elisa Chan, based in Boston, MA, US, is currently a Partner at G9 Financial, bringing 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 contributes valuable insights to the industry. Elisa Chan has 3 emails on RocketReach.
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