Alec Chan
Branch Manager at Transamerica Financial Advisors, Inc.
📍 San Gabriel, California, United States
Alec Chan is a Branch Manager with Transamerica Financial Advisors in San Gabriel, California, with over two decades of experience since joining in 2002. He holds multiple securities licenses and focuses on providing comprehensive financial education and solutions for families, covering a wide range of insurance and investment products.
He was recently recognized as one of Americas Top Financial Security Professionals for 2025 by Forbes.
Read the full overview →Current Role
Branch Manager
Job Level
Middle
Location
San Gabriel, California, United States
Personality Overview
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Priorities
Topics Alec cares about
Holistic Financial Planning
Emphasizes building a complete financial foundation for clients over time, using annual reviews to adapt to their changing life situations and needs.
Financial Education
Believes that every family deserves a strong financial education and structures his practice around teaching clients core financial principles.
Career
Work history
Branch Manager
Transamerica Financial Advisors, Inc.
In the press
Media appearances
Congratulations Transamerica Financial Advisors, Inc. winners! Alec Chan .... Featured in Facebook
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Education
Alec has no verified education history
Social presence
Other Transamerica Financial Advisors, Inc. Employees
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