Joe Chan

Joe Chan A great platform with which to provide advice and service to my clients, their friends and their family. This page and updates are for U.S. residents only.

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing guidance unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Po

rtfolio analysis
• College planning
• And more

And you can l benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 212-452-4534 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

Nearly two-thirds of Americans (62%) define wealth as having healthy relationships, not money. http://bit.ly/47fb1oa
11/09/2023

Nearly two-thirds of Americans (62%) define wealth as having healthy relationships, not money. http://bit.ly/47fb1oa

10/19/2023

Impostors are good at imitating someone from an organization you trust. Know their tactics and what to do if you suspect they’re trying to scam you. https://bit.ly/3M8EV4n

This is a question I get a lot from my clients and there isn't a simple answer. The most important thing you can do is ...
07/25/2022

This is a question I get a lot from my clients and there isn't a simple answer.

The most important thing you can do is to make sure all family members are part of the conversation. https://hearsay.social/3bawBSh

The pros and cons of different methods for leaving a home to your heirs.

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve ...
02/22/2022

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life.

The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work i...
02/08/2022

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work is a great way to signal the end of a day.

What are some ways you clock out?

I tried scheduling different activities after work to create a better boundary between my professional and personal life.

For timely market commentary, insight, and discussions straight from our specialists, tune in to .
02/07/2022

For timely market commentary, insight, and discussions straight from our specialists, tune in to .

Join us daily for live-streaming interviews and market analysis as industry specialists discuss investing strategies and trends with traders like you.

If you’d like to increase the quality of your meetings, conversations, and even your relationships, take a page out of P...
02/03/2022

If you’d like to increase the quality of your meetings, conversations, and even your relationships, take a page out of Patrick Winston’s playbook:

No cellphones, no laptops.

Patrick Winston knew how to speak. But his even greater skill was getting others to listen.

When you’re proactive about your financial planning and break it into small, achievable tasks, it’s a lot less daunting....
02/03/2022

When you’re proactive about your financial planning and break it into small, achievable tasks, it’s a lot less daunting. Schwab's personal finance calendar for the year ahead can help you get started:

Our month-by-month guide to help get your finances in top shape this year.

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more fr...
02/01/2022

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more free time for another activity. Not to mention, these meals are also delicious!

These healthy meal-prep ideas range from breakfast to lunch and dinner. Get easy recipes, all ready in 30 minutes or less, to help make cooking during the week feel effortless.

Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our da...
01/25/2022

Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our day-to-day and accomplish many of our goals.

The founder and CEO of DittoPR is a big fan of keeping things small because they are easier to accomplish, and the more you accomplish, the more confident you get.

Address

200 E 79th Street
New York, NY
10075

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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