Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC

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.