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Wendy Chan

Wendy Chan

Financial Services Professional

Wendy Chan is a graduate of the University of Houston, where she majored in Finance. Since 1994, her professional career has been as a Certified Public Accountant. Wendy completed the CERTIFIED FINANCIAL PLANNER™ program at Rice University and passed the CFP® examination in 2008, and she added full-service financial strategies as a complement to her accounting and tax practice in 2009.

Wendy teaches how to make money work efficiently, and she helps clients build a secure financial life from a young age.

Wendy is married and has 3 children who are attending universities in Texas.

Designations / Licenses

  • CPA, Certified Public Accountant
  • General Lines Agent - Life Insurance, Accident, Health Insurance and HMO

Community Participation

  • Served as a mentor for the University of Houston MBA Women's Group for four years

Professional Associations

  • TSCPA - Texas Society of CPA


  • University of Houston, Finance
  • Rice University, CFP Program, 2008