FION CHAN

REGISTERED CLIENT ASSOCIATE

Phone: 626-596-2930

Fax: 626-596-2930

[email protected]

Professional Details

20+ years banking and investment industry experience
BS, Sales & Marketing – Kennesaw State University
Affiliated with Wells Fargo Advisors Financial Network since 2023
Formerly Senior Premier Banker with Wells Fargo Bank, Client Associate with Wachovia Securities, Licensed Banker with Washington Mutual
Series 7, 63, 65 registrations, variable annuity and life insurance licensed. Notary PublicCA Insurance License OK60109 Resident State CA

I have been living in the South all my life. Born and raised in Hong Kong until the age of thirteen, I moved to Atlanta, Georgia, and I am now living in Southern California. I cherish the people I have met and I love hearing the stories of their lives.

I started my banking and investment journey in 2003 with Washington Mutual while in college. I was fortunate to be able to learn and master the different positions within the branch's financial services. In 2007, I joined Wachovia Securities and Wachovia Bank which, through acquisition, became Wells Fargo. Over the years, "Doing Things Right the First Time" has become my motto. It is rewarding to know the impact I have made on my clients and to know how I have helped them succeed financially.

Outside of work, my husband and I enjoy travelling and cheering on our boys at water polo tournaments.

Fion Family_1

Fion Family_2

Previous: Gloria

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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