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Lindy C
CFP®, Series 66
Cupertino, CA
Vibrance Wealth Management LLC
Lindy Chan is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Vibrance Wealth Management LLC and its predecessor entities since 2019 and held roles at Centric Advisors, Sierra Pacific Financial Advisor, and Wells Fargo. In addition to her advisory work, she is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Vibrance Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm combines pension-plan consulting with individual portfolio management and uses a range of investment strategies, including fundamental and technical analysis, with the option to delegate to sub-advisers.
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