As a Merrill Financial Advisor and CERTIFIED FINANCIAL PLANNER® Professional, I believe in a holistic approach to wealth management—one that goes far beyond just investment advice.  Your financial future is deeply personal, and it deserves a plan that reflects your unique circumstances, goals, and values.  That is why I will take the time to truly understand who you are and what you aim to accomplish.
By building a one-on-one relationship, together, we can craft a financial strategy that is not only focused on wealth accumulation and preservation but also on what is most important to you.  Whether you are preparing for retirement, managing a business, or planning to pass on wealth to future generations, I am here to guide you every step of the way.

WHY CHOOSE DJ CHAN?

Personalized Service

You are more than just a client.  I believe in getting to know you—your family, your career, your goals, and how you define success.  By understanding the bigger picture, I can create customized strategies that reflect your aspirations, not just the latest market trends.

Comprehensive Financial Strategies

Our approach goes beyond investing.  Through a partnership with Merrill Lynch Wealth Management, Bank of America Private Bank, and the banking convenience of Bank of America, we offer access to a wide range of services—investment insights, trust and fiduciary services, banking solutions, and more—to manage all aspects of your financial life.
_{*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.}

Extensive Knowledge

As a CERTIFIED FINANCIAL PLANNER® Professional with over 15 years of financial industry experience, I provide thoughtful analysis and clear guidance tailored to your needs.  Whether you are navigating wealth transfer, business planning, or financial strategy, I am here to help you make confident, informed decisions.

MEET DJ CHAN

Your Resource in Helping You Your Financial Goals

DJ Chan is a seasoned professional in the financial services industry, bringing extensive experience and knowledge since 2009.  He joined Merrill Lynch Wealth Management in 2021, where he is dedicated to assisting clients in navigating their financial journeys.
DJ’s primary focus is on developing appropriate solutions and providing insightful investment guidance for individuals, families, and businesses by thoroughly understanding their short- and long-term financial objectives.
A proud holder of the CERTIFIED FINANCIAL PLANNER® certification since 2011, DJ is committed to maintaining the highest standards of professional excellence.  He earned his Bachelor of Science degree in Engineering from Rutgers University, College of Engineering, which he feels has equipped him with the analytical skills necessary for effective financial planning.
Originally from New Jersey, DJ and his wife, Joyce, relocated to Oakley, California, in 2013.  Outside of his professional pursuits, DJ enjoys painting and is an avid collector of mechanical watches, reflecting his appreciation for craftsmanship and detail.

MY PHILOSOPHY

"It’s not just about markets and returns; it’s about what matters most to you."
Every individual and family has a unique financial journey.  My approach is centered around understanding what you truly value—whether it is achieving financial independence, growing your business, or securing your children’s future.  I take the time to get to know you personally and create a strategy that fits your life’s vision.
I collaborate with my clients through a comprehensive wealth planning process:
1. Discovery – We start by learning about you, your financial goals, and your priorities.
2. Personal Wealth Analysis – We assess your current financial situation and begin designing a strategy that helps meet your needs.
3. Strategy Implementation – Together, we put your plan into action.
4. Ongoing Support – Regular meetings help us track your progress and adjust your plan as your life evolves.I believe that true success in financial planning comes when your strategy is as dynamic and unique as your life.  Together, we can build a path to your financial future that reflects your vision.

OUR SERVICES

Wealth Management

Tailored financial strategies designed to help you grow and preserve wealth, manage risk, and plan for the future.

Retirement Planning

Professional guidance in creating a retirement plan that aligns with your lifestyle goals, helping to ensure financial security in your later years.*

Estate Planning Strategies & Wealth Transfer

Strategies for transferring wealth across generations, minimizing tax implications, and helping to ensure your legacy is preserved.*

Business Financial Services

Helping business owners manage company wealth, optimize tax minimization strategies, and plan for succession or sale.*

Access to Fiduciary Services

Trust and fiduciary services from Bank of America Private Bank to help ensure your estate and financial needs are handled with the utmost care and knowledge.
_{*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.}

LET’S WORK TOGETHER

Your financial future begins with a conversation. I welcome the opportunity to discuss how we can build a personalized wealth management strategy designed around your goals and priorities. Please feel free to reach out to schedule a consultation.

CONTACT DJ CHAN

Phone:  (O) 925.945.4821 or (M) 925.390.8040
Email:  yusun.chan@ml.com
Office Location:  1331 N. California Blvd, 4^th FL, Walnut Creek, CA 94596