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Bak Chan, Private Wealth Advisor serving the Oakland, CA area - Ameriprise Advisors

Bak Chan

MBA

Private Wealth Advisor

Thrive Wealth Management

An Ameriprise Private Wealth Advisor

39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Small Business

Education

  • M.B.A. Haas School of Business, University of California, Berkeley
  • B.S.M.E College of Engineering, University of California, Berkeley

Awards & recognition

  • Ameriprise Circle of Success, 2003-2013

Professional associations

  • Financial Planning Association

Community participation

  • Active in UC Berkeley Alumni Association
  • Serves as Director at several local non-profit organizations
  • Supports planned giving to local charities on professional and personal levels

Interests

  • I enjoy traveling, cruises, learning and photography.
  • I am in my 20th year as a beginning golfer.
  • Being with my family is my ultimate pleasure.

My photos

1 albums
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Bak Chan may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0762836

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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