Samson Chan, Cfp® Email and Phone Number
Samson Chan, Cfp® work email
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Samson Chan, Cfp® personal email
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Samson Chan began his career in the Financial Services Industry in 1998. He is a dedicated and knowledgeable Financial Advisor working with 250 plus clients, families and small businesses, on their investments and insurance needs. Everyone has a plan, either by design or default. Samson strongly believes that wealth management is an ongoing planning and design process. He focuses on building business and personal relationships with his clients by seeking tools and strategies that are most suitable for their long-term financial needs. As a Fee-Based CERTIFIED FINANCIAL PLANNER® Practitioner, Samson and his team focus on • Financial Planning – Business and Individuals• Investment and Wealth Management Strategies• Risk Management & Insurance Planning• Estate & Business Succession Planning PROFESSIONAL CREDENTIALS• Series 6, 7, 63,65, 66, and 26 Securities Registrations with Lion Street Financial, and Life &
Peak360 Wealth Management, Llc
View- Website:
- peak360wealth.com
- Employees:
- 11
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Founder + Cfo; Certified Financial Planner® PractitionerPeak360 Wealth Management, Llc Jun 2019 - PresentSan Ramon, CaSamson brings a wealth of experience and knowledge to his role as a Financial Planner. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. As a Financial Planner, Samson brings:• Organization – Help to bring order to your financial Life.• Accountability – Help you to follow through on financial commitments.• Objectivity – Bring insights from the outside to help you avoid emotionally driven financial decisions • Proactivity – Helps prepare you for life transitions.• Education – Explore knowledge and professional experience for your situation. • Partnership – Work with you as a team to help reach your financial milestones.PEAK360 Wealth Management, LLC helps successful individuals, families and businesses get beyond their day-to-day finances, see where they want to go, and understand how to get there. We are more than just financial advisors. We want our clients to experience how their investments translate to a better financial future. Our clients rise beyond incremental financial growth with a custom optimization plan tailored to their life stage: from accumulation to preservation; from retirement income to wealth distribution; and from business income to help create personal net worth. -
Peak360 Wealth Management Llc - Co-Founder | Registered RepresentativeLion Street Aug 2019 - PresentPEAK360 Wealth Management, LLC is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. As Owner-Firms we gain favored access to financial institutions and insurance carriers, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading financial institutions and insurance carriers through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. -
Registered RepresentativeAmeritas Investment Corp. Oct 2006 - Jul 2019 -
Certified Financial Planner ™ Practitioner | Financial AdvisorDavid White & Associates Oct 2006 - May 2019San Ramon, Ca
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Registered RepresentativeWoodbuy Financial Services Aug 1998 - Oct 2006
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AccountantC.O.R.E. 1995 - 2000
Samson Chan, Cfp® Skills
Samson Chan, Cfp® Education Details
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Major: Economics, Minor: Finance
Frequently Asked Questions about Samson Chan, Cfp®
What company does Samson Chan, Cfp® work for?
Samson Chan, Cfp® works for Peak360 Wealth Management, Llc
What is Samson Chan, Cfp®'s role at the current company?
Samson Chan, Cfp®'s current role is Fee-Based Comprehensive Financial Planning & Wealth Management – Building, Preserving & Empowering Wealth - CERTIFIED FINANCIAL PLANNER(R) Practitioner.
What is Samson Chan, Cfp®'s email address?
Samson Chan, Cfp®'s email address is sa****@****tas.com
What schools did Samson Chan, Cfp® attend?
Samson Chan, Cfp® attended University Of California, Berkeley.
What are some of Samson Chan, Cfp®'s interests?
Samson Chan, Cfp® has interest in Networking, Spending Time With Family, Investing, Reading, Travel, Snowboard.
What skills is Samson Chan, Cfp® known for?
Samson Chan, Cfp® has skills like Financial Advisory, Strategic Partnerships, Asset Allocation Analysis, Insurance, Advance Business, Personal Insurance Planning, Financial Planning, Personal And Business, Personal And Business Financial Planning And Investments, Investments, Finance, Financial Services.
Who are Samson Chan, Cfp®'s colleagues?
Samson Chan, Cfp®'s colleagues are Tyler Craig, Kristina Sabbatini, Shawna Humbert, Nolan Parker, Andy Nevin, Chfc, Lutcf, Erika Alvarado, Patrick Kelley, Chfc.
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