Dennis Chan, Cfp®

Dennis Chan, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™, Vice President and Senior Partner @ Everest Financial Group, LLC
Minneapolis, MN, US
Dennis Chan, Cfp®'s Location
Minneapolis, Minnesota, United States, United States
Dennis Chan, Cfp®'s Contact Details

Dennis Chan, Cfp® work email

Dennis Chan, Cfp® personal email

n/a

Dennis Chan, Cfp® phone numbers

About Dennis Chan, Cfp®

Dennis is Vice President and one of the founding partners of Everest Financial Group. With over 20 years of experience in wealth management, he understands that today's changing markets and economy require a unique approach to managing assets, and that's what sets him apart as a Five Star Wealth Manager in the Twin Cities. A firm believer in comprehensive planning, he collaborates with a team of CPAs, estate planning attorneys, and business consultants to provide sound and holistic wealth management strategies in helping clients reach their goals and vision. As a CERTIFIED FINANCIAL PLANNERTM practitioner, he specializes in retirement income planning to help clients attain lifetime income needs in retirement. He also has extensive experience in employee and executive stock option planning.Dennis and his wealth management team uses an asset and tax planning process that helps clients grow, manage and preserve their wealth and income throughout retirement. They believe in providing best-in-class service in assisting clients to reach their dreams and financial independence comfortably.Dennis is actively involved in the community. He serves as an advisory council to a local non-profit organization Golf for Good, which his children founded. He continues to pursue his passion in helping children with cancer and medical conditions, providing mentorship and teaching them life important values. He also serves as a mentor to new CERTIFIED FINANCIAL PLANNERTM practitioners and candidates to mentor and develop the next generation of CERTIFIED FINANCIAL PLANNERTM professionals. Dennis has been living in the Twin Cities for over 20 years. He enjoys spending time with his family, golfing, boating and participates in various outdoor activities.(Dennis is named “5-Star Wealth Manager” and was featured in Minneapolis/St. Paul Magazine and Twin Cities Business Magazine for the past 12 consecutive years.)

Dennis Chan, Cfp®'s Current Company Details
Everest Financial Group, LLC

Everest Financial Group, Llc

View
CERTIFIED FINANCIAL PLANNER™, Vice President and Senior Partner
Minneapolis, MN, US
Website:
everestfg.us
Employees:
35
Dennis Chan, Cfp® Work Experience Details
  • Everest Financial Group, Llc
    Certified Financial Planner™, Vice President And Senior Partner
    Everest Financial Group, Llc
    Minneapolis, Mn, Us
  • Everest Financial Group, Llc
    Certified Financial Planner™, Vice President/Senior Partner
    Everest Financial Group, Llc Dec 2005 - Present
    Golden Valley, Mn, Us
    Registered Representative offer securities through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment Advisor Representatives offer financial advice through Everest Financial Group, LLC. Everest Financial Group, LLC., and the Securities America companies are separate entities.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all client experiences.Visit our website at http://www.everestfg.us/
  • Focus Financial Network, Inc.
    Financial Advisor
    Focus Financial Network, Inc. Oct 1995 - Dec 2005
    Minneapolis, Mn, Us

Dennis Chan, Cfp® Skills

Financial Advisory Securities Investments Finance Mutual Funds Alternative Investments Estate Planning Series 7 Retirement Planning Wealth Management Asset Allocation Asset Management Series 63 Retirement Asset Managment Investment Advisory

Dennis Chan, Cfp® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Certified Financial Planner™ Certification
  • Bemidji State University
    Bemidji State University
    Economics

Frequently Asked Questions about Dennis Chan, Cfp®

What company does Dennis Chan, Cfp® work for?

Dennis Chan, Cfp® works for Everest Financial Group, Llc

What is Dennis Chan, Cfp®'s role at the current company?

Dennis Chan, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™, Vice President and Senior Partner.

What is Dennis Chan, Cfp®'s email address?

Dennis Chan, Cfp®'s email address is dc****@****stfg.us

What is Dennis Chan, Cfp®'s direct phone number?

Dennis Chan, Cfp®'s direct phone number is +176392*****

What schools did Dennis Chan, Cfp® attend?

Dennis Chan, Cfp® attended The American College Of Financial Services, Bemidji State University.

What skills is Dennis Chan, Cfp® known for?

Dennis Chan, Cfp® has skills like Financial Advisory, Securities, Investments, Finance, Mutual Funds, Alternative Investments, Estate Planning, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Asset Management.

Who are Dennis Chan, Cfp®'s colleagues?

Dennis Chan, Cfp®'s colleagues are Anna Bohlke, Bill Hunstock, King Kearns, El Hadj Thiaw, Candice Mmathabo, Stanisław Dzikowski, 林思維.

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