Eddie Chan's journey into the world of finance began with a significant event that left a lasting impression on him. It was the infamous Black Monday in October of 1987 when the stock market crashed. While attending an orthodontist appointment after school in Pacific Palisades, Eddie noticed the usually bustling office was empty. Curiosity led him to inquire about the absence of children, and he learned that parents had rescheduled their appointments due to the stock market crash. This incident sparked Eddie's interest in understanding the connection between the stock market and everyday life.
Motivated by a desire to empower clients and enhance their financial literacy, Eddie embarked on his career in the financial industry three decades ago. He believes in a process-driven approach to financial planning and investing, leveraging his comprehensive understanding of his clients' finances. By relying on standardized processes, Eddie assists his clients in managing their full financial picture.
After spending 15 years at Ameriprise, Eddie sought to create even greater value for his clients by crafting the practice and client experience he had envisioned. To achieve this, he decided to join LPL Financial and partner with a network of like-minded advisors at Perennial Financial. Eddie is now based in West Los Angeles, where he serves a diverse mix of clients ranging from young professionals to retirees. He places great importance on maintaining close relationships with his clients, as it allows him to fully comprehend their unique financial needs and goals. Whether his clients aim to achieve financial stability, accumulate wealth, or build a lasting legacy, Eddie expertly outlines and executes personalized financial roadmaps to help them succeed.
Born in St. Louis and raised in West Los Angeles, Eddie has deep roots in the community. He earned his bachelor's degree from Loyola Marymount University and continues to reside in the West Los Angeles area. Outside of his professional pursuits, Eddie finds joy in rooting for his favorite sports teams and maintaining an active lifestyle as an avid gym enthusiast. He also dedicates his time to volunteering for several non-profit organizations that focus on assisting the senior community.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
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