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Shirly Chyan

Financial Paraplanner

WMBC

United States, California, Irvine

About Me

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

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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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