Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Languages: English, Chinese – Cantonese, Chinese – Mandarin
As a financial advisor, Carmen Chan, mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial solutions to her clients and prospects. Her goal is to become a lifelong resource to her clients, and he/she is dedicated to assisting them through the various stages of their financial lives. At MassMutual Pacific, Carmen Chan, is able to utilize the team approach and draw upon the wealth of knowledge of her associates to create custom designed financial strategies for her clients. Carmen Chan holds a B.S degree from [East bay Cal. State University]. She has 15 years of experience and holds Series 7, 63, SIE, 66 and life & health insurance. Carmen lives in San Ramon with her daughter. During her free time, she enjoys cooking, hiking and traveling. Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I am a financial professional affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.
I am licensed to sell insurance in: CA, AZ, CO, DE, FL, HI, ID, IL, IN, LO, MO, NV, NJ, NY , NC , OR, PA, TX, UT and WA and securities in: AZ, CA, FL , ID, NV, NY, OR, TX and WA.
CA Insurance License Number: 0E01253, Resides in CA.
I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1255 Treat Blvd., Suite 400, Walnut Creek, CA 94597
East Bay Cal State Hayward University
Check the background of this investment professional on FINRA’s BrokerCheck
1255 Treat Blvd Ste 400
Walnut Creek, CA 94597