Samson Chan

Samson Chan, CFP® has a wealth of experience in the financial services industry. Samson began their career in 1995 as an Accountant for C.O.R.E. In 1998, they became a Registered Representative for Woodbuy Financial Services. In 2006, they joined David White & Associates as a CERTIFIED FINANCIAL PLANNER™ practitioner and Financial Advisor. That same year, they also became a Registered Representative for Ameritas Investment Corp. In 2019, they co-founded PEAK360 Wealth Management, LLC, where they serve as the Founder and CFO, and as a CERTIFIED FINANCIAL PLANNER™ Practitioner. At PEAK360, Samson helps clients pursue their long-term financial goals through comprehensive, individualized financial planning.

Samson Chan, CFP® graduated from the University of California, Berkeley in 1998 with a Bachelor of Science in Economics, and a Minor in Finance.