Managing Member And Founder
Candent Capital, Llc
AeroLeads people directory · profile
Bill Kan, Cfa®, Cfp® Email & Phone Number
Managing Member and Founder
at
Candent Capital, LLC
1 work email found
@candentcap.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Candent Capital, LLC
Role
Managing Member and Founder
Location
San Francisco, California, United States
Who is Bill Kan, Cfa®, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bill Kan, Cfa®, Cfp® is listed as Managing Member and Founder at Candent Capital, LLC, based in San Francisco, California, United States. AeroLeads shows a work email signal at candentcap.com and a matched LinkedIn profile for Bill Kan, Cfa®, Cfp®.
Bill Kan, Cfa®, Cfp® previously worked as Managing Member & Founder at Candent Capital, Llc and Financial Advisor at Merrill Lynch. Bill Kan, Cfa®, Cfp® holds Mba, Finance from Columbia University - Columbia Business School.
Company email context
Email format at Candent Capital, LLC
This section adds company-level context without repeating Bill Kan, Cfa®, Cfp®'s masked contact details.
*@candentcap.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bill Kan, Cfa®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Bill Kan, Cfa®, Cfp®
Financial health and wellness for clientsSpecialties: Customized Portfolio Construction, Employee Compensation, Technology and Biotechnology Professionals
Listed skills include Personal Financial Planning, Investments, Retirement Income Strategies, Equities, and 9 others.
Current workplace
Bill Kan, Cfa®, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Candent Capital, Llc
8 roles · 38 years
Bill Kan, Cfa®, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Member & Founder
Current
Candent Capital, Llc
Financial planning, investment and wealth management for individuals, small business and non-profits. Fiduciary specialized in financial strategies tailored to client goals while also being cost and tax efficient.
Jan 2013 - Present
Financial Advisor
Feb 2010 - May 2012
Sr. Director, Global Emerging Markets Equity Strategist
* Senior member of Institutional Investor ranked team for global emerging market equity investment.
2006 - 2009
~3 yrs
Director, Small Cap Strategist
* Senior member of Institutional Investor ranked team for small cap equity strategy and private equity.
1999 - 2006
~7 yrs
Sr. Economist
* Bond market desk economist. Specialist in U.S. Treasury bonds and Federal Reserve monetary policy specialist.
1993 - 1999
~6 yrs
Economist
1992 - 1993
~1 yr
1988 - 1990
~2 yrs
2 education records
Bill Kan, Cfa®, Cfp® education
Mba, Finance
Ba, Economics
FAQ
Frequently asked questions about Bill Kan, Cfa®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Bill Kan, Cfa®, Cfp® work for?
Bill Kan, Cfa®, Cfp® works for Candent Capital, LLC.
What is Bill Kan, Cfa®, Cfp®'s role at Candent Capital, LLC?
Bill Kan, Cfa®, Cfp® is listed as Managing Member and Founder at Candent Capital, LLC.
What is Bill Kan, Cfa®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @candentcap.com for Bill Kan, Cfa®, Cfp® at Candent Capital, LLC.
Where is Bill Kan, Cfa®, Cfp® based?
Bill Kan, Cfa®, Cfp® is based in San Francisco, California, United States while working with Candent Capital, LLC.
What companies has Bill Kan, Cfa®, Cfp® worked for?
Bill Kan, Cfa®, Cfp® has worked for Candent Capital, Llc, Merrill Lynch, Kidder, Peabody & Co., and Federal Reserve Board.
How can I contact Bill Kan, Cfa®, Cfp®?
You can use AeroLeads to view verified contact signals for Bill Kan, Cfa®, Cfp® at Candent Capital, LLC, including work email, phone, and LinkedIn data when available.
What schools did Bill Kan, Cfa®, Cfp® attend?
Bill Kan, Cfa®, Cfp® holds Mba, Finance from Columbia University - Columbia Business School.
What skills is Bill Kan, Cfa®, Cfp® known for?
Bill Kan, Cfa®, Cfp® is listed with skills including Personal Financial Planning, Investments, Retirement Income Strategies, Equities, Fixed Income, Portfolio Management, Finance, and Capital Markets.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial