Jessica Chan

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, Charitable Giving, Estate Planning, Financial Education, Business Owners, Risk Management Strategies

English, Chinese-Mandarin

Preparing for that next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.

I am licensed to sell insurance in: CA and securities in: CA. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address:3003 Oak Rd. Suite 250, Walnut Creek, CA 94597

MM202503-300856

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