Broker Check
Alice Tang, ChFC®

Alice Tang, ChFC®

Vice President

Alice Tang started her second career as a financial advisor in 2000. Many of Alice’s clients are female business owners and executives. They know her as a leader and inspiration to professional women.  Alice helps her clients define their relationship with money and achieve financial freedom by her financial planning process and leveraging tax-advantaged strategies.  Her vision is a community full of confident and happy retirees, and it starts with women taking charge of their money.  Alice is a frequently requested speaker on the topic of “Why Women need to be In Charge of their Money” and “Your Network Your Prosperity – How to Build a Strong Network by Paying It Forward”.

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

Memberships/Associations

  • Million Dollar Round Table (MDRT)
  • NAIFA Portland
  • 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

Accomplishments

  • Annual Recipient of Achieving Client Excellence Award, John Hancock Financial Network (JHFN)
  • Qualifying Member, Court of the Table Qualifier and Life Member -Million Dollar Round Table
  • Nominee of “Orchid Awards” Woman of Influence, Portland Business Journal
  • Five Star Wealth Manager*, Portland Monthly Magazine
  • Success Model, Dress For Success 2012

*The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or any other source.