David R. Chin

About David R. Chin

I invite you into my professional practice - a world of wonderful relationships where I strive to help my clients define, refine and achieve financial success. I believe I can help you achieve goals with honest team effort based upon education to make fully informed decisions, and motivation to get started ( & keep going), and ongoing monitoring to manage all that we are blessed with. Each and every one of my clients are cherished individuals, and our solutions are based upon a deep understanding of a myriad of factors and their priorities unique to that particular individual, prior prescribing any plan of action, or recommending any specific solution. I offer a very comprehensive perspective of all that impacts one\'s goals, both positively (to accentuate), and negatively (to mitigate). We incorporate conversations on all aspects of investments, estate planning strategies, legacy & gift planning,(maximize philanthropic goals.), liability analysis & planning (all Insurances, LongTerm Health Care, etc.), Tuition & Retirement Planning (how much is enough, etc.), and other concerns to fully appreciate the client\'s unique profile and needs. My role as your Financial Advisor is to help you be the best steward of your time, energy and resources to pursue your financial goals and enjoy your life with as much reward and least risk as possible - and being comfortable and more than satisfied with your results. We accomplish this in concert with all your advisors, so often collaborating with your attorneys, accountants, realtors, charities of choice, etc. to bring cohesive recommendations to bear on your behalf. This Information is intended for use only by residents of CA, CT, FL, IL, MA, MI, NY, NC, OH, PA, VA, and VT. Opinions and comments expressed by LinkedIn members are those of the person submitting them and do not necessarily represent the views of the creator of this profile or their firm

Experience

1. Vice President - Investments

   Wells Fargo Advisors

   Oct 2011 — Present · Williamsburg, VA, US

   Holistic wealth and risk management, including investments designed to help generate income and growth, incorporating tax sensitivities, insurances services, culminating with comprehensive investment, business and estate investment planning for private investors as well as small/medium sized business owners, at all phases of the investment life-cycle. I have completed educational training from the Wells Fargo Business Advisory Academy in the area of Business Succession Planning.Wells Fargo Advisors is not a tax or legal advisor. Insurance products are offered through nonbank insurance agency affilitates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.

Education

• Tulane University

  Bachelor of Science (BS)

  1978 — 1982

• Tulane University

  Bachelor of Science (B.S.), Geology

  1978 — 1982

Skills

• Capital Markets
• Series 7
• Small Business
• Retirement Planning
• Asset Analysis
• Strategic Planning
• Asset Management
• Financial Advisory
• Planning
• Asset Allocation
• Mutual Funds
• Risk Management
• Finance
• Investments
• Management
• Liability Analysis
• Leadership
• Securities
• Public Speaking
• Insurance