Townhall + Tv

Introducing Jeff: Our Newest Team Member with a Unique Background 00:10:00

After starting his career Jeff Chan as a Chemical Engineer in the Oil & Gas industry in Houston, TX, Jeff realized that Financial Planning was a much better place for him. Jeff has completed the coursework and passed the CERTIFIED FINANCIAL PLANNER exam and is currently working towards his Enrolled Agent certification.

Introducing Jeff: Our Newest Team Member with a Unique Background 00:10:00

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