Ken Chase | Financial Advisor

Meet Virtually With Us

Ken Chase | Financial Advisor

Are you a current client?

Meet with Ken to review:

Your financial plan
Your investment portfolio
Your insurance portfolio

Not yet a client?

Meet with Ken to discuss:

What working with our team looks like
Various investment & insurance vehicles
Your goals and how to best reach them

Meet with Ken

Melia Chung | Licensed Practice Operations Coordinator

Meet with Melia to discuss:

Account Values & Histories
Changes to Contact Information
Paperwork Processing
Transactions
Client Portal Enrollment
Website Technical Support
Upcoming educational seminars & client appreciation events

Meet with Melia

I've scheduled my appointment. How do I join the virtual meeting?

Our team uses Zoom Video Conferencing to host our virtual meetings. Before the meeting, please check that you have an active internet connection and either a built-in or external camera and microphone. You can learn more about using Zoom here.

If you are unsure, please click the button below to join a test meeting and check your video and audio capabilities.

Join Test Meeting