Connie Chan
Financial Planning Associate
Financial Planning Associate
Cody Cassidy, CFP®
Connor Sullivan
I have always had a passion for helping others, so, the financial planning industry was the perfect fit. Being able to meet with clients and see how we can make a positive impact on their lives is by far my favorite part of being a Financial Planning Associate at TCI. In this role, I assist with the delivery and implementation of financial plans and help meet client service needs. As self-described problem-solver, I enjoy using my strengths to help clients pursue their financial and personal goals.
I was born and raised in Carson City, Nevada. I’ve been lucky enough to visit a handful of different countries and certainly caught the travel bug! I love traveling, meeting new people and experiencing new cultures… especially the food!
Financial management seemed very overwhelming when I was growing up. Now that I’m in a place of my life where I understand much more about financial management, I’m motivated to help others get to the same place and above so that they can have a peace of mind.
Outside of TCI, you’ll see me trying the best food spots around town, Latin dancing with friends, or cuddled up with a good book.
4757 Caughlin Pkwy.
Ste. B
Reno, Nevada 89519
Phone: 775-746-6255
connie.chan@tciwealth.comUniversity of Reno, Nevada
BS Finance and EconomicsTravel
Foodie
Dance
4757 Caughlin Pkwy.
Ste. B
Reno, Nevada 89519
Phone: 775-746-6255
connie.chan@tciwealth.com