Dennis Chan, Cfp® Email and Phone Number
Dennis Chan, Cfp® work email
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Dennis Chan, Cfp® personal email
Dennis Chan, Cfp® phone numbers
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.)
Everest Financial Group, Llc
View- Website:
- everestfg.us
- Employees:
- 35
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Certified Financial Planner™, Vice President And Senior PartnerEverest Financial Group, LlcMinneapolis, Mn, Us -
Certified Financial Planner™, Vice President/Senior PartnerEverest Financial Group, Llc Dec 2005 - PresentGolden Valley, Mn, UsRegistered 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/ -
Financial AdvisorFocus Financial Network, Inc. Oct 1995 - Dec 2005Minneapolis, Mn, Us
Dennis Chan, Cfp® Skills
Dennis Chan, Cfp® Education Details
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The American College Of Financial ServicesCertified Financial Planner™ Certification -
Bemidji State UniversityEconomics
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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