Dennis Chan

I help Executives manage and integrate their Executive Comp. plans into a tax-efficient strategy that reduces Income taxes, maximizes wealth building and retirement income using my proprietary ETW plan.

Provide advice and strategic planning strategies for families approaching and in retirement with the key objective of providing a safe, secure income stream during retirement.

Investment advisory services offered through Everest Financial Group, LLC, an SEC registered investm...

Partner at Everest Financial Group; Advisor to Nokia Growth Partners/Other VC's. Impact investing & non-profit strategy. City Human Services Commissioner.

CFO, Nokia Growth Partners
2007 – 2016 (providing full time outsourced services)
• CFO for global venture capital firm with $600M under management with operations in China, India and Europe and venture funds in the US and Luxembourg. Established foreign offices from scrat...

Administrative Assistant to the Vice President at Everest Financial Group

- Execute trade instructions and ensure accurate and timely processing of trades.
- Prepare financial reports, statements, and presentations for clients.
- Monitor client accounts and maintain detailed records of transactions and interactions.
- Lead group projects to enhance ...

President and CCO at Everest Financial Group

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Everest Financial Group, LLC, an SEC Registered Investment Advisory Firm. Osaic Wealth is separately owned and other entities and/or marketing names, products or servi...

Field Agent at Everest Financial Group

Field Agent at Everest Financial Group
(Present)

Financial Advisor

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Everest Financial Group, LLC, an SEC Registered Investment Advisory Firm. Osaic Wealth is separately owned and other entities and/or marketing names, products or servi...