Andrew J. Chen
Stewarding affluent families and business owners through goal-based investing and comprehensive planning.
- Role
- Wealth Advisor at CLA (CliftonLarsonAllen)
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andrew J. Chen
Andrew is a Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC, specializing in…
Experience
Wealth Advisor
Mar 2025 — Present · Irvine, CA, US
Education
Pepperdine University
Bachelor's Degree
Fudan University
Shanghai International Program
Skills
- Powerpoint
- Microsoft Excel
- Microsoft Powerpoint
- Research
- Leadership
- Social Media
- Microsoft Office
- Teamwork
- Customer Service
- Graphic Design
- Microsoft Word
- Management
- Public Speaking
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