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Last updated: 6 months ago
About William Chan - Certified Financial Planner at Modern Vision Planning
Independent advice, it just makes sense. We'll handle your investment, insurance, mortgage, and financial planning needs by providing choices you can understand. Know you're making the right decision Go to full description...
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Today: 10:00AM - 08:00PM
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info@modernvisionplanning.com
Independent advice, it just makes sense.
We'll handle your investment, insurance, mortgage, and financial planning needs by providing choices you can understand. Know you're making the right decisions for your future.
With years of experience in the financial industry, William Chan excels in comprehensive financial planning; addressing issues that may have been overlooked by clients and their past advisors. His detailed knowledge of products and strategies allow him to develop customized solutions that are guaranteed to provide an unbiased view to one's situation.
Since 2016, I am a proud holder of multiple designations: CERTIFIED FINANCIAL PLANNER (CFP®), estate planner (CLU®), and health insurance specialist (CHS™).
Services:
Retirement Planning, group insurance broker, Savings, Education Savings, Health Spending Account, Mortgage Broker, estate planning, investment planning, Financial Advisor, residential mortgage broker, broker for mortgage pre-approval, Investment Advisor, Insurance Advisor, broker for mortgage renewal, employee benefit plan, Financial Planning, personalized financial plan, wealth management, Financial Planner, Financial Management