Looking for a Walnut CA Financial Planner and Insurance Service?
As with most other things in life, the key to achieving your long-term financial
objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest!
Susan Fan is agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of California (CA License # 0G31825). No insurance business may be conducted outside this referenced.
Susan Fan Insurance Services DBA is not owned or operated by NYLIFE Securities LLC, or its affiliates.
Preferred method of contact
Business Phone, Mobile Phone, Other Phone, Personal Email
Trade/Business Associations:
San Gabriel Regional Chamber of Commerce
Our Location
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