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Stephen C
CFA®, Series 66
Brooklyn, NY
Followthru Planning Associates LLC
Stephen Chen is the principal of Followthru Planning Associates LLC, an independent firm based in Brooklyn, NY. He holds the CFA® charter and Series 66 license, with 19 years at his current firm and a total of four years of industry experience. In addition to financial advising, Chen provides tax preparation and bookkeeping services and is licensed to sell fixed insurance products. Followthru Planning Associates LLC offers financial planning and investment advisory services primarily to individuals and families, with an investment approach focused on long-term allocation using a mix of mutual funds, ETFs, individual securities, and conservative option strategies. The firm combines planning with operating-level services such as tax preparation, bookkeeping, and insurance sales, conducting formal periodic reviews without charging performance-based fees.
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