Alfred Tat Wah Chan

An enthusiastic wealth advisor executive with a desire to help with loyalty and ethnicity. Over the past 15+ years of experience in financial planning for high-net worth clients from HK & the US, my trusted and long-lasting relationships with clients has thrived even across continents. I have frequently been awarded national #1 in performance ranking within the HSBC US network and as a member of The Top Performer's Club. My promising track records are also proved by achieving the Top Performing banker Award within the Best Performing #1 Branch among all branches in HK in Jan 2017, striking 10M USD annual premium in life insurance/annuity production. Consistently existing my goals, I consistently attained the Top Performing Star Award almost yearly.

As a result driven individual, I naturally enjoy helping people achieve their financial goal. It's been very rewarding to make great remuneration and a great network through this passion.

Tat Chan is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal Securities Registered Representative.