Carl Chan Financial Strategist and Wealth Architect
areas of expertise
- Business transformation
- Restructuring and turnaround
- Integration
- Growth strategy
- M&A transaction support
education
- MBA, Rotterdam School of Management, Erasmus University
- BS, engineering, Technical University of Denmark
- MBA, Rotterdam School of Management, Erasmus University
Carl Chan is a highly skilled financial strategist and wealth architect with a strong educational background and cross-disciplinary experience. He holds an undergraduate degree in accounting from San Jose State University in California and an MBA from the University of Oxford.
Focused on providing bespoke personal finance services, Carl assists clients with retirement planning, investment management, estate planning, and more.
With a cross-disciplinary experience spanning public accounting, retail banking, product strategy, and ESG (Environmental, Social, and Governance), Carl offers personalized financial solutions to a diverse client portfolio. His clients include startup founders, investment bankers, expats, mainland investors, and business professionals.
Focused on providing bespoke personal finance services, Carl assists clients with retirement planning, investment management, estate planning, and more. Leveraging his expertise in financial strategy and wealth management, he guides clients towards financial prosperity and security.