Emily S. Chan - Ameriprise Financial Services, LLC - San Rafael, California

Boyd H.

We have worked with Emily for 8 years and she has been a tremendous resource. Emily is attentive to us personally. She has worked with us closely to refine our financial goals and carefully manages our portfolio to help us meet those goals.

She has helped us with the transition to retirement and planning for our long-term needs. She is very responsive when we have questions and ensures that we understand her actions. In addition to her financial management skills, she has a very pleasant personality.

Joel T.

We are very happy that Emily is managing our financial investments. She has provided wonderful service, and has gone above and beyond our expectations. Specifically, she introduced tax-beneficial investments after we sold our primary residence. Her depth of knowledge and attention to our needs continues to give us peace of mind about our financial situation. We highly recommend Emily.

Tom D.

I first met Emily 15 years ago when she was a financial advisor at UBS. At the time I was looking for an advisor to manage both my corporate stock options and my SEP IRA. After meeting with Emily it became clear that she really understood financial investments and focusing on the long term goals. I have been very pleased with my decision to stay with Emily after all these years, even as she started out on her own she had continued stay focused on her clients. My investment goals have become reality.
Sincerely,
Tom

Christine C.

I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.

geoffrey H.

Emily has managed our family’s money for over 10 years. She has helped us through several complex refinances and has grown our portfolio well beyond the market averages. Her business model is highly ethical in that her income is linked to portfolio performance vs being based on trading activity or other models that encourage trading but don’t reward success. For every financial question I’ve ever asked Emily she has known the answer.

Sergey S.

Having Emily as a financial adviser was a mind opener for us. She is so knowledgeable and helped us to open so many financial opportunities to help to diversify and grow our wealth. Emily is very professional, but also very nice person to work with. I would highly recommend her services.

Trudy G.

Emily is so efficient and on top of everything even during the end of the year busy time! She is extremely responsive and just a pleasure to work with. I am so grateful to have her assistance for my finances as she has already helped me exponentially in my short time working with her.

Chez S.

Emily Chan CFP, Has handled our family investments and retirement portfolio for four plus years. We had invested with another firm but we’re referred to Emily by a friend because we had concerns. Emily immediately noticed some fraud and helped us recover our loss over the next two quarters. Our portfolio has grown steadily from that day forward. We are fortunate to have her as our investment Guru!