Lindy  Chan,  CFP<sup>&reg;</sup> - Financial Advisor

Lindy Chan, CFP®

President

Vibrance Wealth Management

19656 Stevens Creek Blvd
Cupertino, CA 95014-2465
FINANCIAL ADVISOR'S WEBSITE
(408) 475-8883 CONNECT WITH Lindy
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General

Lindy Chan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vibrance Wealth Management in Cupertino, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: California

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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