Samson Chan Email & Phone Number
Founder + CFO; CERTIFIED FINANCIAL PLANNER® Practitioner @ Peak360 Wealth Management, LLC
5 free lookup(s).
Samson Chan Location
- San Ramon, CA, US
Samson Chan Work
- 2019 - now Founder + CFO; CERTIFIED FINANCIAL PLANNER® Practitioner @
- 2019 - now PEAK360 Wealth Management LLC - Co-Founder | Registered Representative @
- 2006 - 2019 Registered Representative @
- 2006 - 2019 CERTIFIED FINANCIAL PLANNER ™ practitioner | Financial Advisor @ David White & Associates
- 1998 - 2006 Registered Representative @ Woodbuy Financial Services
- 1995 - 2000 Accountant @ C.O.R.E.
Samson Chan Education
- University of California, Berkeley
Bachelor of Science (Major: Economics, Minor: Finance)
1994 - 1998
Samson Chan Skills
- Financial Advisory
- Strategic Partnerships
- Asset Allocation Analysis
- Insurance
- Advance Business
- Personal Insurance Planning
- Financial Planning
- Personal And Business
- Personal And Business Financial Planning And Investments
- Investments
- Finance
- Financial Services
- Wealth Creation
- Wealth Management
- Disa
- Personal Investment Analysis
- Protection Analysis
- Certified Financial Planner
- Long Term Care Insurance
- Advance Business Consulting
- Executive Compensation Planning
- Small Business
- Retire
- Analysis
- Employee Benefits
- Securities
Samson Chan Summary
- Samson Chan, based in San Ramon, CA, US, is currently a Founder + CFO; CERTIFIED FINANCIAL PLANNER® Practitioner at Peak360 Wealth Management, LLC. Samson Chan brings experience from previous roles at Lion Street, Ameritas Investment Corp., David White & Associates and Woodbuy Financial Services. Samson Chan holds a 1994 - 1998 Bachelor of Science in Major: Economics, Minor: Finance @ University of California, Berkeley. With a robust skill set that includes Financial Advisory, Strategic Partnerships, Asset Allocation Analysis, Insurance, Advance Business and more. Samson Chan has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Peak360 Wealth Management, LLC Employees
Samson Chan
Founder + CFO; CERTIFIED FINANCIAL PLANNER® Practitioner
San Ramon, CA, US
Andy Nevin
Founder + President
San Ramon, CA, US
Patrick Kelley
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Nolan Parker
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Kristina Sabbatini
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Gilroy, CA, US
Jack Stafford
Associate
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