William Kan (CFA, CFP®, MBA)
William Kan focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Entrepreneurs
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- AUM
- Baby Boomers
- Entrepreneurs
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
NAPFA Start Date
October 25, 2019