Constance Chan

Financial Planning Associate at TCI Wealth Advisors

Constance Chan is a Financial Planning Associate at TCI Wealth Advisors, a position held since June 2022. Prior experience includes an Accounting Intern role at IGT, where responsibilities focused on fixed assets from June 2021 to May 2022, and a tenure as a Waitress at China Jade Horse from April 2017 to June 2021, notable for managing customer interactions and handling confidential information. Constance also served as an Office Associate at Freedom Road Financial, where performance exceeded team averages in financial checklist completion. Early experience includes working as a Call Center Representative at the University of Nevada, Reno, contributing significantly to fundraising efforts. Constance holds a Bachelor of Business Administration in Finance from the University of Nevada, Reno, completed in 2022.

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Reno, United States

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TCI Wealth Advisors

TCI Wealth Advisors is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Denver and nearly $3 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. To learn more about TCI, visit www.tciwealth.com.


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51-200

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