About us
The Advisor
Wai Kee Chan is the owner and President of WKC Wealth Management LLC. With almost 30 years in the financial services industry, Wai Kee has worked with many individuals, families, business owners, qualified retirement plans and institutions, providing customized financial planning and investment advice.
The Broker/Dealer
As a full-service, national independent broker-dealer firm, Independent Financial Group (IFG) provides service and support to the IFG advisor, and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
The Clearing Firm
For nearly 80 years, Pershing, a division of BNY Mellon, has offered securities clearing services to top financial institutions worldwide, serving a network of 1,400 clients representing over $1.8 trillion in global assets, known for safeguarding clients' interests and delivering innovative solutions.
Wai Kee Chan, CFP®
Owner | President