Jennifer Chan, CFA

Pronouns: she/her

Wealth Manager & Employee Owner

Jennifer’s first introduction to the finance industry – working in public relations for a major retail bank – was perhaps unusual. But it taught her about communicating with clients and demystifying investing and gave her an opportunity to see how deeply personal, and often emotional, conversations around money can be. Her experience crafting client-friendly wealth management messaging for Wells Fargo spurred her transition to finance in 2014, when she began as an investment professional. Jennifer then joined LNW in 2016. Her commitment to her clients and her financial acumen quickly endeared her to clients and colleagues alike.

Her biggest goal is to help her clients feel empowered by their financial plan and confident that their wealth can help them achieve their unique goals and visions for their futures. She considers her best days those when clients express how much comfort they feel knowing they can fully trust not just her but the whole LNW team.

Our work is about giving clients peace of mind and helping them invest, spend and give philanthropically in ways that are meaningful to them.
Designations and Education
  • 21/64 Certified Advisor
  • Chartered Financial Analyst® charterholder
  • MBA, Yale School of Management
  • B.A. in Communications, cum laude, University of Southern California
  • Employee Owner
Community and Industry Affiliations
  • Board Member, 21/64
Personal Passion

Getting better at her hobbies – surfing, skiing, and golfing!