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John Chan, MBA, CFP®
Partner at Independence Wealth Group
John Chan, MBA, CFP®, is a Partner at Independence Wealth Group (IWG) located in San Antonio, Texas. He has a strong educational background, having initially pursued a pre-medical track at Health Careers High School before shifting his focus to finance and wealth management.
In his role at IWG, John Chan leverages his expertise to provide financial planning and investment management services. His designation as a Certified Financial Planner (CFP®) indicates his proficiency in helping clients with comprehensive financial strategies, including retirement planning, investment advice, and estate planning.
John is also known for his commitment to community engagement and education in financial literacy, reflecting his dedication to empowering individuals and families in managing their financial futures effectively.1
