Rita Lichu Chan CFP®, EA, CDFA®
Rita is a Managing Director, Senior Executive Partner and Director of Operations at Destination Wealth Management and has been in the financial management industry since 1999.
She began her financial career at Charles Schwab in San Francisco where she began studying for the CFP® exam and financial planning courses. Prior to joining Destination, Rita was a Banker at Bank of America working with seniors, families, and individuals helping them achieve financial stability and security.
Rita specializes in providing financial planning strategies such as retirement planning, college savings, mortgage reduction, life insurance protection, funeral expenses, and estate planning. She finds it rewarding to help clients navigate through complex financial decisions that may impact their lives.
Rita was born and raised in Taiwan. She speaks fluent English, Mandarin, Taiwanese and some Cantonese. She received an Electronic Engineer Degree from DELIN Institute of Technology in Taiwan and completed her CFP® certification with the College for Financial Planning in 2003. She received her board certification in 2008 and is also an IRS enrolled agent.
Rita has one daughter. She supports fundraising events for the St. Jude Children’s Hospital and World Vision and enjoys participating in organizations that help those in need. She also enjoys traveling, reading and watching movies.
*For more information about the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, enrolled agent (EA) and the Certified Divorce Financial Analyst® (CDFA®) professional program, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.