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Diane Chen, CMFC, has qualified for Waddell & Reed’s annual Circle of Champions conference, recognizing the company’s top financial advisors. This year’s event will be in San Diego, Calif.
The conference is conducted each summer by the asset management and financial planning firm, with selection based on an analysis of investments, insurance and financial planning sales generated by the advisor.
More than 550 advisors qualified for this year’s event, out of Waddell & Reed’s national network of nearly 2,100 financial advisors. Chan will participate in the conference May 12-15. This is the eighth time that Chan has earned the honor.
Chan, 54, has been a professional in the financial services industry for nine years and counsels clients throughout Northern New Mexico on their long-term investment goals. She joined Waddell & Reed in 2003. Chan earned a master’s degree from California State University, Fullerton.
Founded in 1937, Waddell & Reed today has grown to more than 250 registered offices nationwide. The company offers a wide array of investment products and services as well as a variety of insurance products through arrangements with outside insurance companies.
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