Emily Chan, CERTIFIED FINANCIAL PLANNER™ (CFP®) Portfolio Manager, Portfolio Management Program, UBS Wealth Management US

Emily Chan, CFP® is a Portfolio Manager in the San Francisco, California office of UBS Financial Services Inc. Emily assists individuals, business executives and small business owners with a wide range of wealth management and financial planning needs—from retirement planning and 83(B) option exercise strategies to the complex scenarios of estate planning and buy-sell business agreements. Prior to joining UBS Financial Services Inc., Emily worked as a Second Vice President in the wealth management group at Morgan Stanley Smith Barney, as an Assistant Vice President in the premier banking and investments group at Bank of America, and as a financial advisor at Charles Schwab in downtown San Francisco.

With nearly a decade of providing wealth management, financial planning, lending and premier banking experience to corporations and individuals, Emily is dedicated to providing clients with a disciplined wealth management experience. Emily shares her enthusiasm in financial planning with each of her clients, working with them to create long-term relationships that can foster financial security over their lifetimes.

Emily holds a Bachelor of Arts degree in mass communications from University of California, Berkeley, received her Distinguished Certificate in Personal Financial Planning from UC Berkeley Extension, and earned her Certified Financial Planner designation.

Emily is an active member of the Financial Planning Association, California Alumni Association and Golden Gate Heights Homeowner Association. She enjoys also volunteering her time and expertise to help low-income immigrants with financial planning. Emily is multilingual and speaks both Cantonese and Mandarin. She and her family reside in San Francisco.