Mr Samson K Chan CFP
David White and Associates/Ameritas
3150 Crow Canyon Place, Ste 200San Ramon, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$50,000
Languages
Cantonese, Mandarin, English
License
Not Validated
Areas of Expertise
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Wealth Management
Client Reviews (1 reviews)
1
Happy
0
Unhappy
0
Neutral