Janet Chan

VP - Financial Consultant

415-242-2317

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2012-present
  • Financial Advisor Associate, Morgan Stanley Smith Barney, 2011-2012
  • Relationship Manager/Investment Consultant, Winship Wealth Partners, 2011-2011
  • Portfolio Manager, Mellon Capital Management, 2002-2010

Education

  • University of California, Berkeley - BA, Double Major in Economics & English

Personal interests and affiliations

  • Cal Alumni
  • Lowell High School PTSA

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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