Shirly Chyan

Client Services Specialist

Shirly is an important contributor to our team bringing more than 16 years of experience in administrative leadership and project management. She believes in deepening client relationships by providing the highest level of support possible.

Shirly’s eye for detail and tenacious curiosity has taught her that family, health, and money work closely together to form a life you can love.

“Over the years I have really felt the interconnectedness of all things. When I focus on my personal growth I gain the capacity to help those around me. As those relationships develop resources, knowledge, and opportunities become more available,” Shirly notes, “I desire to facilitate that holistic development for our clients.”

Shirly is a Certified Notary (CA #2296882) and is currently studying to receive her designation as a Financial Paraplanner Qualified Professional (FPQP) to better serve our clients. Shirly also studied Interior Design and received her AA from The Fashion Institute of Design and Merchandising in Los Angeles.

Outside the office, Shirly finds joy cooking restaurant-style dishes inspired by a variety of cuisines. She plans to keep her creativity alive by attending music festivals and visiting more countries around the globe.