Coco Wan

Coco Wan is the Senior Vice President of Delta Financial Services. After graduating from the top law school of China, Coco Wan worked as an attorney in Shanghai before continuing her education. She obtained master’s degree in Criminal Justice in Canada and another Master’s Degree in Computer Forensics in the United States. As a financial professional, Coco has expertise in wealth transfer and estate planning for successful business owners and high-net-worth individuals by means of irrevocable life insurance trust or charitable trust. She also helps many families with their retirement and college funding. Furthermore, Coco assists business owners with their tax deduction planning, employee rewarding/retention planning, and business legacy planning. She helps clients, across the nation and globally, with customized insurance and annuity plans.