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

Wai Kee Chan, CFP®

First Vice President, Financial Advisor

Morgan Stanley

733 Bishop Street, Makai Tower, Suite 2800
Honolulu, HI 96813
FINANCIAL ADVISOR'S WEBSITE
(808) 525-7963 CONNECT WITH Wai Kee
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General

Wai Kee Chan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Honolulu, HI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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