Sign In

John Chan, MBA, CFP®

Partner at Independence Wealth Group

John Chan, MBA, CFP®, is a Partner at Independence Wealth Group (IWG) located in San Antonio, Texas. He has a strong educational background, having initially pursued a pre-medical track at Health Careers High School before shifting his focus to finance and wealth management.

In his role at IWG, John Chan leverages his expertise to provide financial planning and investment management services. His designation as a Certified Financial Planner (CFP®) indicates his proficiency in helping clients with comprehensive financial strategies, including retirement planning, investment advice, and estate planning.

John is also known for his commitment to community engagement and education in financial literacy, reflecting his dedication to empowering individuals and families in managing their financial futures effectively.1

Highlights

Sep 25 · linkedin

Clients and friends, 2020 hit us all like a ton of bricks and a return to some kind of “normal” seems far away. How do we find inner peace and happiness amid so much uncertainty? Research says the key is creating gratitude in the moment. Here’s how!

Sep 18 · linkedin

Is it possible to be happy when life’s uncertain and stressful? This month’s Visual Insights Newsletter explores how to cultivate gratitude and happiness when you don’t know what happens next. Check it out!

Related Questions

What is Independence Wealth Group's mission and focus?
How did John Chan transition from tech to wealth management?
What are some notable achievements of John Chan at Independence Wealth Group?
How does John Chan's background in management benefit his role at Independence Wealth Group?
What services does Independence Wealth Group offer to clients?
John Chan, MBA, CFP®
John Chan, MBA, CFP®, photo 1
John Chan, MBA, CFP®, photo 2
Add to my network

Location

San Antonio, Texas, United States