Portland - SW 5th Ave | Suite 1200

Alex Chan

CFP®

Associate Wealth Advisor

1211 SW 5th Ave, Suite 1200
Portland, OR 97204

Alex Chan
Alex Chan

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Alex

Alex is a dedicated professional who is driven by a genuine desire to help others gain clarity and confidence in their financial lives. As a former collegiate swimmer who nearly qualified for the Olympics, Alex brings a high level of discipline and focus to his work.

Alex has three years of experience in the financial services industry. Prior to joining Focus Partners Wealth, Alex served as a Client Service Associate, where he supported a diverse client base and built a solid foundation in client service, operational processes, and financial planning support.

Outside of the office, Alex enjoys spending time with his partner and their five cats. He is also passionate about cooking, particularly making homemade pasta.

Education and Professional Milestones

-University of Hawaii at Manoa - bachelor’s degree in finance