I have worked with Chris 5* years. In the beginning, I had just begun a complicated divorce from a decades-long marriage, and I was overwhelmed. Chris' empathy and compassion were immediately apparent, as was his wisdom and compassion. His careful attention to detail; his clear directions about what to consider and do when, and his willingness to prepare for and testify in court, were profoundly timely and helpful. In the process I gained knowledge and increased competence in managing my own financial affairs, something I had not done much of during my marriage. Chris' respectful, trustworthy, expert, and mindful guidance around how to run my sole proprietorship clinical psychology practice, build my personal savings strategy, consolidate and restructure my retirement portfolio, and most recently orient me to a comprehensive money management strategy and retirement planning, has been utterly eye-opening and very welcome. I trust him completely. Chris is truly a gem as a financial advisor and human being, as are the other people he recommends, hires, and mentors. I am deeply grateful to Chris, and he has highest praise without reservation.

One of the best decisions of my life was making that first call to Chris. In a sea of many, Chris stands out as a true gem. His knowledge goes far beyond finance and when navigating unknown water, having Chris at the helm has made all the difference in being able to face the future with confidence. I have had Chris by my side through some challenging years that included a divorce, putting kids through college and planning for my future. i would not feel the security I feel today if it were not for his guidance, counsel and wisdom. Chris understands my financial goals and has helped me achieve them. With his expertise and skill, he has known when to anchor me and when to propel me forward and I have yet to go off course. I am so grateful to have Chris in my life.

As a single woman with a successful engineering career, I knew how to save but not how to use savings to plan for my future. I was scared of losing money with investments. With Chris’s help, I refocused my attention to thinking about my goals and aspirations. Chris helped me understand the complexities of trying to retire early and how to manage them. I gained a better feel of the subtleties of risk and investment options, and the role of asset allocation. I have become more informed about the relationship between my life, financial planning, and investments. As a result of having a trusted partner in my financial planner I feel financially secure and my anxieties have reduced. If you feel that you need a financial planner, consider Chris!

Chris has been my financial planner for several years. I can confidently say that he has brought a deep sense of peace and security to my life. I have always been anxious about my finances, especially when it comes to retirement. However, Chris’s guidance with retirement planning has transformed my outlook. He took the time to understand what I wanted from life and then put together a clear plan that fit my needs. Now, I have a solid understanding of how much I will be spending during retirement, where my retirement income will come from, and how I can plan for a meaningful legacy. I highly recommend Chris to anyone seeking peace of mind about their finances.

I can't sing any higher praises for Chris Chen. He has been a guiding light for me during a very complicated period of creating a divorce agreement. He is thoughtful, prompt with his responses, and incredibly professional. He has a unique gift of being able to communicate complexities in finances in a straightforward and understandable way. He offers balanced guidance and has been my true north for all matters to related to the puzzle around the finances of my divorce. I trust Chris completely with all financial matters.

Chris Chen is very compassionate and not only helps with financials but helps you emotionally. He takes the time to listen and speak with you.

Have worked with Chris for many years. Highly recommend him. Paying for two children's college tuitions were not easy feats, and would have been more difficult without financial directions from Chris. We are now focused on building our nest egg for retirement, and are glad that he is here to help.