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

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