Financial Advisors
San Rafael, CA
Emily S. Chan is a Private Wealth Advisor with Ameriprise Financial Services in San Rafael, specializing in comprehensive financial planning for individuals and families. Holding multiple advanced certifications including CFP (Certified Financial Planner), AEP (Accredited Estate Planner), and AIF (Accredited Investment Fiduciary), Emily provides expertise in wealth management, retirement planning, estate planning, investment management, and risk management. She works with high net worth clients and small business owners to develop integrated financial strategies tailored to their specific life situations.
Ideal for: High net worth individuals, families planning for retirement, business owners planning exits or succession, clients seeking comprehensive estate planning
Service area: San Rafael, Marin County, and surrounding Bay Area
Multiple Advanced Certifications: Emily holds specialized credentials including CFP, AEP, AIF, AWMA, and CIMA, demonstrating deep expertise across wealth management, estate planning, investment fiduciary standards, and portfolio management.
Comprehensive Wealth Planning: Offers integrated planning covering retirement, estate planning, tax strategy, risk management, and investment management rather than isolated services.
Ameriprise Resources: Backed by Ameriprise Financial Services, providing access to institutional investment research, planning tools, and a broad range of financial products and services.
Address: 1000 4th St STE 300, San Rafael, CA 94901
Phone: (415) 926-3071
Website: ameripriseadvisors.com
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