Ambrose Chan CFP®, CPA, MBA founded AC Financial Advisory Group in 1993 and has 21 years of investment experience. Ambrose’s interest in investing and financial planning began when he was very young and he has been able to turn his personal passion into a career that allows him to help others. Before founding AC Financial Advisory Group, Ambrose worked in accounting , management consulting, financial analysis, project financing and international financial operations.
Ambrose is a Certified Public Accountant and Certified Financial Planner™. He is also a licensed broker in stocks, bonds, options, annuities, and insurance. Ambrose received his Bachelor’s of Science in Accounting from Indiana University and earned his Master’s in Business Administration from the New York University Stern School of Business.
Jacqueline Chan CFP®, RN is a Financial Advisor and joined the AC Financial Advisory Group in 2008. Jacqueline has been investing since she was a teenager and has always been dedicated to helping others. While caring for HIV/AIDs patients as a nurse and health care administrator, Jacqueline chose to pursue her study of investing and financial planning so she could help people improve their financial health. She believes that financial planning and investing can improve your overall well-being.
Jacqueline is a Certified Financial Planner™ and a Registered Nurse. She is also a licensed broker in stocks, bonds, options, annuities, and insurance. Jacqueline received her Bachelor’s of Science in Nursing on a full scholarship to the University of Connecticut.