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October 22, 2018

Federal Employee Retirement and Benefits News

David Chan

David Chan

Mr. David K. Chan graduated from the University of CA, Berkeley with a B.A. in Political Science. Then in 1973 he attended the University of San Diego Law School and was married shortly after, in 1974. That same year he began his career in Claims & Litigation with Travelers Insurance Company, as well as two independent adjusting companies, as their Casualty Liability Manager.

Mr. David K. Chan obtained a CA Life and Health Insurance License in 1996 and the following year he obtained his Series 6 and 63 Securities Licenses before starting a successful career in Financial Services. He specialized in helping clients with life insurance, annuities, and estate plans.

In 2003, Mr. David K. Chan founded Pinnacle Executive Financial & Insurance Services, Pinnacle Marketing Group, and Pinnacle Funding Group as the company’s President & CEO.

When real estate became a favorite investment, Mr. Chan also obtained a CA Real Estate Brokers License, and founded First Integrity Real Estate Services in 2005 where he was the company’s President & CEO.

Over the years Mr. David K. Chan has been successfully specializing and helping individuals, families, and companies in the fields of Financial Retirement & Estate Planning.

With over 21 years of experience, Mr. Chan can help you plan and achieve your Financial Goals.

Contact David Chan:

Phone: (510) 440-7110

Email: [email protected]

More From David Chan:

Article: Why TSP Is The Way To Go by David Chan

Article: Finding the Balance with TSP Contributions with David Chan

Article: How to Utilize the Soaring TSP by David Chan

Article: Utilizing Your Thrift Savings Plan: 7 Tips by David Chan


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Not affiliated with The United States Office of Personnel Management or any government agency