Why Use This Tool?

Chris Chen helps guide business owners, professionals, executives and retirees with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. He is especially adept at successfully navigating clients through life transitions that are often challenging such as retirement, divorce, and business succession.

Working independently or together with his clients’ own tax and legal advisers as well as his talented team of colleagues, Chris Chen builds cost-effective and tax-efficient strategies to help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning. His calming confidence and knowledgeable guidance through complex financial transitions can help clients gain a sense of security and reassurance for their financial future.

Chris' career in financial services followed a rewarding career in strategic business management during which he lived, worked, and grew successful businesses in the US, Asia/ Pacific and Europe. He earned his Bachelor’s degree in Economics and his MBA in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst™.