Elisa Chan

Managing Partner, Financial Advisor

Elisa@G9Financial.com

508-865-9599 x107

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Background:

Elisa joined G9 Financial as a Partner in 2020. Elisa started her practice in 2009 with the goal of bringing simplicity and understanding to the complex financial world. She prides herself on taking the time with her clients to explain things clearly, so they feel in control of their decision-making. Born in Brazil, Elisa emigrated with her family to Massachusetts in 1994. Elisa’s roots are very much placed in New England where she continues to grow her business.

Specialties:

Retirement Planning

Certifications:

Currently studying for the CFP exam.

Degree:

Framingham State University – Bachelor of Science in Business Administration 2008

Associations:

NAIFA (National Association of Insurance and Financial Advisors)
Qualifying Member of the Million Dollar Round Table (MDRT) 2017

Boards:

NAIFA MA – Board Member 2011 to 2016
Massachusetts Medical Alliance – President of the Worcester District – 2017 to 2019
Worcester Massachusetts Medical Society – Board Member 2018 – 2020

Interests:

Health and Fitness, Adventure, Hiking, Travel, and Family.

Family:

She lives with her husband, Alex, their son Max and daughter Sophia, and their dog Toby in Shrewsbury, MA.

Check the background of investment professionals on FINRA’s BrokerCheck.

G9 Financial

7 South Main Street | Millbury, MA 01527
40 South Street #1 | Wrentham, MA 02093
409 Elm Street, Suite 1 | Manchester, NH 03101
Phone: 508-865-9599 | Email

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Daniel Girard, Michael Crotty and Elisa Chan offer advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and G9 Financial are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Cambridge’s Form CRS (Customer Relationship Summary

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IN, LA, MA, ME, NC, NH, NM, NY, OH, PA, RI, SC, TN, TX, and VA.
No offers may be made or accepted from any resident outside the specific states referenced.

G9 Financial