Joe S. Chan, CFP®

VP - Financial Consultant

+1 212-452-4534

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Partner, MetLife Premier Client Group, 2013-2016
  • Wealth Management Advisor, TIAA, 2010-2013
  • Account Executive, Fidelity Investments, 1998-2010

Education

  • B.A. in Finance - Rutgers Business School
  • B.A. in Economics - Rutgers Business School
  • Financial Planning Certificate - New York University

Personal interests and affiliations

  • Member of Financial Planning Association
  • Volunteer Firefighter
  • Covenant Member of Beacon Church
  • Boys Soccer Coach

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.