Samson Chan, CFP®
Founder + CFO; CERTIFIED FINANCIAL PLANNER™ Practitioner
Samson Chan has a unique appreciation for the financial challenges business owners face. In fact, he prides himself on being able to answer the financial questions that keep those owners up at night. He attributes this creative and entrepreneurial outlook to having grown up contributing to his family’s business and seeing firsthand what it took to make it successful. As a result, he’s passionate about helping business owners – as well as individuals and families – keep and enjoy more of what they make. At the same time, he recognizes that no two situations are the same.
Each client requires a customized solution. For business owners, he can potentially help improve cash flow, help attract and retain key employees, and help maximize the value of their business for future generations. For individuals and families, he creates customized financial plans that help deliver on their goals. Whatever the need, Samson blends an entrepreneurial edge with proven experience to build and preserve the wealth of his clients. Living in San Ramon with his wife and two children, he never loses sight of the fact that his success depends entirely on that of his clients.