Amanda Victoria Chan

Director, Retirement Plans

About Amanda

Amanda has over a decade of experience in client relationship management. She is passionate about creating cost effective retirement plan solutions for employer plan sponsors and equally dedicated to helping every participant on the journey to a dignified retirement. She enjoys researching, planning and going on trips with her husband. They have traveled to four continents so far and plan on visiting at least two more. History plays a particularly large component of her motivation to travel; she likes to visit sites of cultural and historical significance. She has a special penchant for old churches; she just loves the stained glass and the architecture.

Experience

Dedicated to providing excellent service to Retirement Plan clients through investment reviews, plan fee and services benchmarking, employee education and a hands on approach to plan compliance with a special emphasis on defined contribution plans. Certifications:

  • Chartered Retirement Plan Specialist (CRPS) from College of Financial Planning
Education:
  • B.A. in European History from California State University, Long Beach

Contact Amanda

Phone: (281) 810-4909 Email Amanda Go Social: Connect on LinkedIn