Elly Chan, MBA, CFP®


Welcome!

Today's investment climate offers unprecedented opportunities. At MassMutual Pacific, my mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Our focus is in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information about MassMutual Pacific's Financial Services, please contact us today.

 
 

MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance agencies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

CRN202007-233940

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck