Alvin Chan
Tax Partner | Professional Services
Aprio Advisory Group, LLC
Who I work with
I collaborate with small to medium-sized businesses, especially startups in various growth phases, to foster innovative ideas and strategic expansion plans. Additionally, I counsel high-net-worth families, offering insights on investments, estate planning, and overall wealth management to ensure their financial stability and future security.
My specialty
I specialize in helping startups and small to medium-sized businesses grow and achieve their goals. I’m also skilled at educating clients without a financial background, breaking down complex concepts so they can make informed decisions. My proactive approach ensures that businesses and individuals are always on track to meet their objectives.
I have a talent for making complex financial concepts easy to understand, especially for clients without a financial background. They often refer to me as the “quarterback” for their financial decisions, as I’m frequently the first person they call for advice.
Unique things about me
I started my academic journey as an Architecture major, but when the industry wasn’t thriving, I stumbled upon Accounting and found it fascinating. I quickly pivoted and have been passionate about accounting ever since, helping clients grow their businesses and achieve their goals.
When I am not at work
I love spending time with my family and attending my kids’ sports activities, including soccer games and swim meets. I also enjoy hiking and traveling, with Europe being my favorite destination, particularly Spain and Italy.
Affiliations
I earned my Bachelor of Arts in Economics from the University of California, Berkeley. I’m a member of the American Institute of CPAs (AICPA) and the California Society of CPAs (CAL CPA).