Charles Wan

Charles Wan Email and Phone Number

Associate Financial Planner @ Three Creeks Capital Management
Columbus, OH, US
Charles Wan's Location
Columbus, Ohio Metropolitan Area, United States
About Charles Wan

I'm a proud Taiwanese American and graduate of THE Ohio State University!I love learning the story of first and second generation immigrants and helping them navigate the world of personal finance, one step at a time. Aside from work, I spend my time hacking away at the golf course, searching for unique and interesting watches, and watching my beloved Buckeyes!

Charles Wan's Current Company Details
Three Creeks Capital Management

Three Creeks Capital Management

View
Associate Financial Planner
Columbus, OH, US
Website:
ml.com
Employees:
45157
Charles Wan Work Experience Details
  • Three Creeks Capital Management
    Associate Financial Planner
    Three Creeks Capital Management
    Columbus, Oh, Us
    View
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Jun 2023 - Present
    Our team's goal is to empower families with the necessary tools to help them achieve their goals. We strive to build lasting relationships and to deliver the best experience to you and your family! Areas of Focus:- Retirement Planning- Risk Management- Estate Planning- Education Planning- Managing New Wealth
    View
  • Merrill Lynch Wealth Management
    Client Associate
    Merrill Lynch Wealth Management Jan 2023 - Jun 2023
    View

Charles Wan Education Details

Frequently Asked Questions about Charles Wan

What company does Charles Wan work for?

Charles Wan works for Three Creeks Capital Management

What is Charles Wan's role at the current company?

Charles Wan's current role is Associate Financial Planner.

What schools did Charles Wan attend?

Charles Wan attended The Ohio State University.

Who are Charles Wan's colleagues?

Charles Wan's colleagues are Héléna Rose Pereira, Justin Myers, Andrew Jones, Cfp®, Crpc™, Kristen Petersen, John Rhea, Chanille Mckinney, Joan Hebert.

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