Congratulations to member Emily Chan who has been named to the Ameriprise Circle of Success 2023 – a distinction reserved for the firm’s top advisors.
This recognition reflects her deep commitment to serving her clients. If you want to become her client or want to refer her to your clients, she welcomes you to email her for an initial consultation to make sure you are a good fit for each other!
Emily’s other awards:
Forbes Top Women Wealth Manager in USA 2020
Top Wealth Advisor Moms 2020
Five Stars Wealth Manager Winner 2020-2022
Ameriprise Circle of Success, 2022
Emily S. Chan, CFP®
Private Wealth Advisor
Founder – Emily Chan Wealth Management
CA Insurance License #: 0F90678