Shirley Chan, CFP®
LPL Financial Planner
EDUCATION AND CERTIFICATIONS
- CFP® (CERTIFIED FINANCIAL PLANNER™)
- BS – DePaul University
- Series 7, 66, 6, 63 held through LPL Financial
- Licenses: Life, Health, Long Term Care (IL & TX)
Shirley has been providing financial services to professionals and entrepreneurs since 2002. Helping clients pursue their financial goals is the number one priority in Shirley’s practice. Her services focus on comprehensive asset management, retirement and insurance planning.
Before joining LPL Financial in 2010, Shirley worked at one of the largest financial institutions in the country. She gained expertise and knowledge in retirement and insurance planning during her first eight years in the industry.
Shirley was born in China and speaks fluently in both Mandarin and Cantonese. She actively involves in promoting international trade within the Chinese community. Shirley lives in Chicago. She enjoys travels and working on food and wine pairing skills.