Meet The Founder
Dennis Chan — Founder, Broad Peak Financial
Dennis Chan is the founder of Broad Peak Financial, a trusted advisor to small and growing businesses. Inspired by childhood memories of watching his parents run a small shop—where managing bills, tracking sales, and handling payroll consumed their time and energy—he built a career to give business owners back what they need most: time and peace of mind.
Dennis holds a biology degree from Clemson University and began his career working in a hospital pharmacy before discovering his true calling in finance. He later earned an MBA, blending technical accounting expertise with strategic business insight.
Known for meticulous attention to detail, clear, jargon-free communication, and a practical, hands-on approach, Dennis helps clients simplify complexity, streamline operations, and pursue sustainable growth. He treats every client like family—respecting the personal sacrifices behind small businesses—and emphasizes long-term planning, strong relationships, and integrity so owners can make confident decisions.
A devoted family man, Dennis values time with his wife and two children and brings care and commitment to lasting partnerships in his work for clients and the community..