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.

Chen Financial Group serves individuals, families, trusts, estates, non-profit organizations and companies, including both individual and high-net-worth clients. The firm’s advisory offerings emphasize comprehensive financial life planning and related services — including plan monitoring, investment policy statements, executor/trust settlement support, company retirement plan services, company-sponsored financial counseling and limited hourly engagements. The firm’s process begins with a written financial assessment and plan, followed by implementation support and periodic reviews; six months of plan monitoring are included with its planning engagements. Rather than managing client assets or taking discretionary authority, the firm provides advice and implementation recommendations and charges fixed or hourly fees instead of percentage-of-assets arrangements. Notable distinctions include operating as a solo-practitioner advisory practice and providing employer-directed education and participant seminars as part of its retirement plan and company counseling services, features that are uncommon among peers. The principal maintains CFP and AIF credentials and holds insurance and mortgage licenses, and the firm discloses use of related persons and broker-dealer channels for implementation where compensation from product sales may offset ongoing planning fees.

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.