The Team

Thrive Wealth Advisors

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

Our Advisors

Bak Chan

Bak Chan

Private Wealth Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

M.B.A. Haas School of Business, University of California, Berkeley, B.S.M.E College of Engineering, University of California, Berkeley
CA Insurance #0762836

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Our Staff

Carol Mackewicz

Client Service Manager