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Welcome!
Today's investment climate offers unprecedented opportunities. At FinAdvise, our 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 FinAdvise's financial services, please contact us today.
Elly Chan, CFP®, MBA, CPFA
Elly Chan, CFP®, MBA, CPFA has served in the financial industry as a financial advisor and manager for 35 years. A graduate of Brigham Young University, Utah, Elly earned her M.B.A. degree concentrated in Finance and Investment in 1985. Elly is also an active member of the National Association of Insurance and Financial Advisors. She began her own financial planning practice in 2003.
Beyond her professional commitments, Elly finds joy in exploring the world through travel and cultivating the beauty of nature through gardening. As a member of esteemed organizations like the National Association of Insurance and Financial Advisors, Elly's commitment to excellence in the financial sector is evident in both her professional achievements and personal pursuits.
Nathan Chan, PharmD
Nathan Chan, a Pharm D. graduate with a strong background in pharmacy and notable achievements such as earning the prestigious Eagle Scout award and active participation in Pharmacy Leadership Society. Currently, Nathan has been contributing his skills and expertise to our team for a year, making a positive impact on our practice. He received MassMutual's Rising Leader Award and is a 2024 Leaders Conference Qualifer.
Beyond the professional realm, Nathan is an avid hiker, board game enthusiast, and passionate traveler who captures the essence of his journeys through meticulous recording. He also channels his creativity into content creation for educational content, video game guides, and enjoys exploring the world of generative AI. Nathan's diverse interests and skills showcase a well-rounded individual who seamlessly integrates his professional and personal pursuits.