Lan Shaw Email & Phone Number
President | Founder and CERTIFIED FINANCIAL PLANNER™ @ Vision Private Wealth
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Lan Shaw Location
- California, United States
Lan Shaw Work
- President | Founder and CERTIFIED FINANCIAL PLANNER™ @ (February 2017 - Present)
- Financial Advisor @ (September 2007 - February 2017)
- Consultant @ (May 1999 - August 2007)
Lan Shaw Education
- The University of Chicago Booth School of Business
Certified Private Wealth Advisor (Investments & Wealth Institute)
- Lancaster University
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
Lan Shaw Skills
- Strategic Planning
- Portfolio Management
- Investments
- Small Business
- Customer Service
- Leadership
- Management
- Public Speaking
- Team Building
Lan Shaw Summary
- Lan Shaw, based in California, United States, is currently a President | Founder and CERTIFIED FINANCIAL PLANNER™ at Vision Private Wealth. Lan Shaw brings experience from previous roles at Edward Jones and APL Logistics. Lan Shaw holds a Certified Private Wealth Advisor in Investments & Wealth Institute @ The University of Chicago Booth School of Business. With a robust skill set that includes Strategic Planning, Portfolio Management, Investments, Small Business, Customer Service and more. Lan Shaw has 2 emails and 1 mobile phone numbers on RocketReach.
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