Alice Tang, ChFC®

Alice Tang, ChFC®

Vice President

Phone: 503-654-7676
E-mail:
 

Alice Tang started her second career as a financial advisor after she moved to Portland in 1994.  Many of Alice’s clients are women business owners and executives.  They know her as a leader and inspiration to professional women.  Alice’s mission is to help clients create financial freedom through her financial planning process and by leveraging tax advantaged strategies, which complements her vision of creating a community full of confident and happy retirees.

Qualifications

  • Bachelor of Science, University of London, England

  • MIM (Master of International Management) Portland State University

  • Chartered Financial Consultant (ChFC®), The American College

  • Completion of CFP Certification Curriculum, The American College

  • FINRA- Series 6, 7, 63, and 65

  • Life, Disability, Health, and Long Term Care Insurance Producer Licenses

Awards and Leadership Positions

  • Achieving Client Excellence Award- John Hancock Financial Network

  • Qualifying Member, Court of the Table Qualifier and Life Member- Million Dollar Round Table

  • Member of NAIFA, Portland, Oregon

  • Founder and Board Member of WIFS Portland Metro Chapter

  • Board member of CASA (Court Appointed Special Advocates) for Children, Multnomah and Washington Counties, Oregon 1995-2014

  • Nominee of “Orchid Awards” Woman of Influence, Portland Business Journal

  • FIVE STAR WEALTH Manager, Portland Monthly Magazine

  • Success Model, Dress For Success 2012

  • Vistage