Nelson Fan, CFP

RETIREMENT & ESTATE PLANNING SPECIALIST | BCOM, PFPC, CFP, MDRT

Biography

Nelson Provides a holistic financial solution to individuals and families. His personalized approach has helped hundreds of families achieve their financial goals and worry-free retirement in the past decade.

Other Advisors

We believe that our greatest strength lies in working together. Our corporate philosophy encourages experienced advisors to mentor new professionals while cultivating a culture of excellence, integrity, and continuous development.

Angela Fok

Founder & President

James Mok

SUCCESSION & ESTATE PLANNING SPECIALIST | COT MDRT, MFA

Joann Yu, CFP

INVESTMENT, CORPORATE & ESTATE PLANNING SPECIALIST | TOT MDRT

Dickie Lam

INVESTMENT & ESTATE PLANNING SPECIALIST | MDRT & AWMA

Annie Lau

SENIOR FINANCIAL ADVISOR

Gary Ng

INVESTMENT & CORPORATE ESTATE PLANNING SPECIALIST | MDRT

Ken Tsai

CORPORATE & CROSS-BORDER TAX SPECIALIST | MBA, CHS, CFP, US IRS-EA: 131100

Eric Hsiao

SENIOR FINANCIAL ADVISOR | CFP, FMA

Shaun Cui

MDRT

Mary Chik

FINANCIAL ADVISOR

Darren Ku

FINANCIAL ADVISOR

Joanna Heung

FINANCIAL ADVISOR

Charmy Zhao

FINANCIAL ADVISOR

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Upcoming Seminar

Discover Your Path to Financial Prosperity at Our Upcoming Seminar!