Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Chan is a financial advisor registered in California and Texas. She is a Certified Financial Planner. Rita has been associated with Destination Wealth Management since July 2011. Rita’s previous experience includes employment at Charles Schwab & Co., Inc. She is a registered representative with Series 7 and Series 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/17/2012 - Present
Destination Wealth Management (WALNUT CREEK CA)
TX
12/10/1999 - 12/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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