Elisa Chan, CFP®
Managing Partner, Financial Advisor
508-865-9599Background:
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:
CFP® since 2024
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
