Chris Chen

About Chris Chen

Chris Chen is a Boston, MA area fee-only financial planner serving the entire region and…

Experience

1. Owner Wealth Strategist

   Insight Financial Strategists LLC

   Jan 2012 — Present

   We are a fee only boutique financial advisory firm focused on taking the complexity out of your financial picture. Our one-on-one approach is grounded in reality and focused on your needs. We ensure that you know all the facts about the potential benefits and consequences of your financial decisions, and that you are equipped to make the best decision for your personal circumstances. We focus on retirement income planning and post divorce financial success. We are fee-only fiduciary advisor meaning that we do our work exclusively for our clients free of conflicts of interest. Schedule time to talk at calendly.com/chris-chen-cfp/30min or call at 78••••••94 Tax Efficient Investment Planning - Retirement Income Planning - Divorce Financial Planning

Education

• University of Rochester

  BA

• Boston University

  CFP Program

• Texas McCombs School of Business

  MBA

Skills

• Business Development
• Wealth
• High Net Worth Individuals
• Financial Advisory
• Wills
• Retirement
• Financial Goals
• Start-Ups
• Estate Planning
• Certified Financial Planner
• Wealth Management Services
• Long Term Care Insurance
• Retirement Planning
• Long-Term Care
• Financial Planning
• Trusts
• Asset Protection
• Risk Management
• Pensions
• 401k
• Due Diligence
• Estate Tax Planning
• Qdro
• Portfolio Management
• Retirement Income Planning
• Financial Planners
• Tax
• Personal Finance
• Insurance
• Strategic Financial Planning
• Small Business
• Wealth Management
• Stocks
• Financial Analysis
• Employee Benefits
• Business Strategy
• Alternative Investments
• Investment Strategies
• Asset Allocation
• Valuation