Stanley Chen
Founder, Financial Planner at Chen & Associates Wealth Management
- Role
- Founder, Insurance Broker at Chen & Associates Insurance Services
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Stanley Chen
I came to the U.S. with no English at the age of 13. After years of studying both English and Finance, I worked as a Financial Professional for 2.5 years and soon got promoted as a Partner of a fortune 500 firm. With professional sales, recruiting, and planning experiences; I founded Chen & Associates Insurance Services with a vision of helping manage and protect client\'s assets/dreams. I love meeting new people and learning new things, so please feel free to say hello and share a story with me. I am blessed to be in the Financial Services industry, and I love it!I am focused on putting my passions and skills to good use by educating the community on the importance of saving, protecting, and investing. If you believe that I can be a help to you or if you simply would like meet and connect, please get in touch and reach out. Specialties: Personal financial planning, insurance, retirement, marketing, and management.Disclosures:
Experience
Founder, Insurance Broker
Chen & Associates Insurance Services
May 2017 — Present · Portland, OR, US
Education
The American College of Financial Services
Financial Planning and Services
2017 — 2019
University of Portland
BBA, Marketing and Management Major
Skills
- Wealth Preservation Planning
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Interviews
- Risk Management
- Mentoring
- Education Funding
- Annuity Sales
- Public Speaking
- Estate Planning
- 401(K) Rollovers
- Retirement Planning
- Career Development
- Hiring
- Marketing
- Iras
- Training & Development
- Analysis
- Management
- Talent Acquisition
- Recruiting
- Licensed in Long-Term Care Insurance
- Insurance
- Leadership
- Asset Protection
- Fixed Annuities
- Customer Service
- Microsoft Office
- Small Business
- Investments
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