Lindy Chan, CFP<sup>&reg;</sup> - Financial Advisor

Lindy Chan, CFP®

President

Vibrance Wealth Management

19656 Stevens Creek Blvd
Cupertino, CA 95014-2465
FINANCIAL ADVISOR'S WEBSITE
(408) 475-8883 CONNECT WITH Lindy
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General

Lindy Chan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vibrance Wealth Management in Cupertino, CA and the surrounding communities.

Financial Advisor Overview

Vibrance Wealth Management is an independent boutique wealth management firm in California’s Silicon Valley. We are here to help you grow, preserve, and transfer your wealth in a tax-efficient way. At Vibrance Wealth Management, we offer holistic financial planning services, goal-based investment management, and tailored strategic solutions for a select group of individuals, families, and corporations with complex financial needs. Our mission is to elevate the financial literacy in our community and promote the importance of financial planning through education and coaching. We believe everyone has a fair chance to gain financial confidence and freedom, and we are here to make a positive impact in people’s lives.

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Financial Advisor Experience

Lindy Chan, CFP®, specializes in goal-based wealth management and holistic financial planning while offering tailored strategic solutions to a select group of individuals and families in Silicon Valley. She applies her unique balance sheet approach to help clients maximize their assets and minimize their liabilities. She inspires her clients to visualize their dreams and confidently achieve financial freedom. Lindy realized the importance of financial planning and began her career in the finance industry in 2008 when she lost her parents, who did not have a financial plan. She has held the positions of Vice President and Financial Advisor at Merrill Lynch, HSBC Securities, and Wells Fargo Advisors Private Bank. Lindy earned her Certified Financial Planner® designation in 2013. As a CFP ®, she is a fiduciary for her clients.   After serving affluent individuals and families at broker-dealers for over a decade, Lindy joined an independent Registered Investment Advisor (RIA) in 2019. Being an independent financial advisor allows Lindy to deliver the highest standard as her clients’ fiduciary who only works in their best interests. Lindy serves one client at a time and listens attentively to understand their hopes, dreams, and fears. Lindy is committed to a comprehensive process to help clients prioritize their goals. She delivers a personalized experience and brings all aspects of their finances together to grow, preserve, and transfer their wealth tax efficiently. Her typical clients are business owners with a net worth of over $5 million and investable assets of over $1 million.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: California

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources