Our Team
Samantha Chan, FPQP®
Samantha Chan, FPQP®, Paraplanner
Samantha began her career at Joel Isaacson & Co. in 2017. She specializes in financial reporting and alternative investments.She works alongside Joshua Peltz, CFP®.
Samantha holds a Financial Paraplanner Qualified Professional (FPQP®) designation
Outside the office, Samantha enjoys spending time with her family and friends.
A satisfied client equals a job well done.
Experienced professionals
Helping clients realize their dreams through objectivity and personal accountability.