Account LoginRegister
Photo of Alan Chan
  • Main Office
Street Address:
1700 California Street
Suite 210
San Francisco, CA 94109-4582
  • Landmark:
    Whole Foods
  • Phone: (415) 776-2190
    Fax: (415) 776-5052
  • License Number: 0799597
  • Office Hours:
    Mon-Fri 9:00am to 5:00pm
    Saturday & Evenings by Appt.

My background and achievements
  • University of California - Davis, B.A.
  • Chartered Financial Consultant - ChFC
  • Chartered Life Underwriter - CLU
  • Financial Planning Association Member
  • National Association of Insurance & Financial Advisors
1 of 2

  • Ambassador Travel Qualifier
  • National Convention Qualifier
  • Third Generation Resident of San Francisco
2 of 2

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.