Elly Chan, CFP, MBA is a financial advisor based in San Jose, CA, offering a comprehensive range of services to individuals, families, and businesses. With a focus on investment and retirement planning, risk management, and estate conservation, Elly helps clients develop personalized financial plans to meet their short- and long-term objectives.
As a representative of MassMutual Northern California, Elly provides clients with the tools they need to navigate the ever-changing investment climate, including a clear understanding of their financial goals, a well-defined roadmap for achieving those goals, and ongoing advice to adjust their plan as needed. With a commitment to professional guidance and a dedication to client success, Elly Chan is a trusted resource for all aspects of financial management.
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