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.