Alice Tang, ChFC®

Alice Tang, ChFC®

BPG Wealth Management, LLC - Vice President

Visit my web site!

Phone: 503-654-7676 ext. 220
Fax: 503-653-7575
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


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 magazine.

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, 138 River Road, Suite 310, Andover, MA 01810, 978-689-9303, a Registered Investment Advisor. BPG Wealth Management powered by Business Planning Group is independent of Signator Investors, Inc. #103-20150123-215551