Merrill Lynch Financial Advisor Yu-Sun Chan

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Yu-Sun Chan is a financial advisor based in Walnut Creek, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA), Yu-Sun specializes in comprehensive financial planning and investment management. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

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