Samson Chan, CFP®
Samson began his financial practice in 1998 after he graduated from UC Berkeley. He grew up in an entrepreneurial family and helped in the family restaurant business. He joined as an independent financial planner and Investment Advisor Representative in 2006 and currently works with clients & their financial team (attorney, accountant, real estate broker….etc.) He focuses on working with small business owners, families, and retiree income planning.
Samson is a CERTIFIED FINANCIAL PLANNER ™ Practitioner, who holds the following licenses: Securities Series 7, 63, 66, & 26. He continuously updates his certifications and education to provide the most value to his clients. Additionally, Samson is a Member of the prestigious “Million Dollar Round Table” (MDRT); and less than 1% of the world’s life insurance and financial services professionals qualify. Members must demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
Samson and his wife, Erica, live in San Ramon with their two wonderful children, Skyler and Kingsley.
Check the background of Ameritas Investment Corp or this investment professional on FINRA’s BrokerCheck.
Sandy is our Executive Assistant. She assists and oversees the application and implementation process, i.e. account set ups, transfers, & insurance underwriting. She also assists in arranging review meetings and can answers general day to day service questions. Sandy is the Go-to-Gal for your A to Z account services.