Lindy Chan joined SPFA as a senior wealth advisor specializing in goals-based investing, retirement planning, life insurance planning and estate planning strategies. With over 10 years’ experience as a financial advisor, Lindy applies her unique balance sheet approach to personalized wealth management to help clients plan for “what if” financial situations. Prior to joining SPFA, Lindy:
- Worked as a financial advisor with Merrill Lynch, HSBC Securities and Wells Fargo Advisors
- Earned her:
- CERTIFIED FINANCIAL PLANNER ™ designation
- MS in Integrated Marketing Communications (Major in Financial Management) - Golden Gate University, SF
- BA (Hons) in Hospitality Management - The Hong Kong Polytechnic University
Lindy came to the US by herself as an immigrant from Hong Kong to pursue a Master’s Degree. Because her own parents did not have a financial roadmap, she realized the importance of planning after they passed away. She became a financial advisor to help others benefitting from comprehensive financial planning while managing risks and liabilities.
As part of the team at SPFA, Lindy enjoys being able to serve one client at a time, and listening carefully to understand who they are and how they prioritize goals so she can assess situations, customize strategies, implement solutions and monitor progress. She is committed to long-term financial advisory relationships with clients, and appreciates working with like-minded individuals such as successful business owners, corporate executives and immigrants pursuing American dreams.
Lindy enjoys giving back to the community by volunteering for the CFP Board, American Cancer Society, Golden Gate University Alumni Association. In her free time, she also likes to golf, travel, do yoga and spend time with family and friends. Lindy is fluent in Mandarin and Cantonese.