Shirly is an important contributor to our team bringing more than 16 years of experience in administrative leadership and project management. She believes in deepening client relationships by providing the highest level of support possible. Shirly’s eye for detail and tenacious curiosity have taught her that family, health, and money work closely together to form a life you can love. “Over the years I have really felt the interconnectedness of all things. When I focus on my personal growth, I gain the capacity to help those around me. As those relationships develop resources, knowledge, and opportunities become more available,” Shirly notes, “I desire to facilitate that holistic

Shirly Chyan
Financial Paraplanner
WMBC
United States, California, Irvine
About Me
Profile Information
Financial Paraplanner
WMBC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Irvine
California
United States
Jan 10, 2025
Work Experience
WMBC
Paraplanner Sep 2022 - Present
Email: shirly@wmbc.financial
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