Lindy Chan CFP
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
301 University Ave, Palo Alto, CA
90% Trust Score
Compensation
Commission Only
Min. Assets
$500,000
Languages
Cantonese, Mandarin, English
License
Not Validated
Areas of Expertise
Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Client Reviews (1 reviews)
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