A complete list of active advisors currently associated with Chen Financial Group, LLC

Warmer can help you find a great advisor at Chen Financial Group, LLC or one who fits your needs even better.

The firm provides comprehensive financial life planning and related advisory services to individuals, families, trusts, estates, non-profits and companies. Offerings include written financial plans, plan monitoring, investment policy statements, executor/trust settlement support, employer-sponsored financial counseling and retirement plan consulting, as well as limited hourly planning. The firm emphasizes a planning-centered process that addresses net worth, cash flow, investment strategy, tax and estate issues and documents guidelines in written Investment Policy Statements. It generally charges fixed or hourly fees rather than percentage-of-assets arrangements and does not manage client assets, accept custody, or assume discretionary trading authority, instead assisting clients with implementation and coordinating with other advisors. Notable distinctions include a practice that provides employer-facing education and enrollment meetings, participant seminars and retirement-plan benchmarking as part of company-sponsored financial counseling. The firm’s principal combines engineering and technology industry experience with professional financial credentials (CFP, AIF, CRPS) and maintains insurance and mortgage licenses; any related-person compensation from product implementation is disclosed to clients.

To learn more about the advisors currently working at Chen Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.