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Curtis S. Chen, MS, CFP®

Chen Financial Group, LLC

1070 Sixth Ave
Suite 104
Belmont, CA 94002-3893
Phone: (650) 631-0600
Fax: (650) 240-1392

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.