CFP®, Series 6 & 63 Securities Registrations*
Lan’s extensive industry experience has provided her with the ability to address the complex needs and financial goals of her clients throughout her time in the wealth management industry.
In her current role, Lan is responsible for performing client analyses to determine risk, reward, and opportunity. She supports the company’s advisors by providing in-depth analysis to interpret and understand clients’ financial circumstances and prepare custom-tailored financial plans. Through detailed and precise analysis, she is committed to ensuring our clients’ money is invested with a purpose, anticipating life transitions, planning for common market risks and preparing financially for unanticipated hiccups.
- BE, Nanjing University of Technology, Nanjing, China
- MS - Financial Engineering, Polytechnic Institute of New York University
- CERTIFIED FINANCIAL PLANNER™ Professional
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.