Location Berkeley, California, United States Regions San Francisco Bay Area, West Coast, Western US Gender Female
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Lan has built her career by helping individuals, couples, independent women, and families pursue their dreams and make meaningful financial decisions that are true to their values.
Vision Financial Planning is her newest venture. Lan worked as a financial advisor at Edward Jones for nearly 10 years prior to founding Vision Financial Planning in
2017. She can now offer even more transparency and options to you as a client to best meet your financial needs and goals. As always, she’ll spend her time understanding what you are working toward before helping you to invest your money. Partnering with you, your CPA, attorney, and other professionals, Lan takes a holistic approach to develop and implement thorough, thoughtful, and practical financial plans.
Lan’s credentials include her undergraduate degree in systems engineering, an MBA earned in London, and her CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor (CEPA) certifications. Lan's unique international background, broad business management experiences, and multilingual skills are invaluable to her clients, especially the entrepreneurs and multinational investors.
Lan believes in "giving back." She has served on various boards and committees including the Council of Business Advisors, the Peralta Community Colleges Foundation, and Berkeley City College.
