TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Ms Rita Chan CFP

Ms Rita Chan CFP

Destination Wealth Management

1255 Treat Blvd Ste 900, Walnut Creek, CA

90% Trust Score
Compensation
None Provided
Min. Assets
$500,000
Languages
Mandarin, English
License
Not Validated

Areas of Expertise

Asset Allocation, Education Planning, Estate Planning, Retirement Planning, Risk Management, Social Security Planning, Tax Planning

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