Hongze Victor Chen

Certified Financial Planner (Tm) Professional @Golden Summit Wealth & Insurance Solutions

San Jose, CA, US
MOBILE NUMBERS
+14•••••••68

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WORK HISTORY

Jul 2016 — Present

Certified Financial Planner (Tm) Professional @Golden Summit Wealth & Insurance Solutions

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Cupertino, CA, US

CA Insurance License # 0C27711CFP®# 76757 CRD#

SKILLS

Risk ManagementCertified Financial PlannerLeadershipFiduciary Wealth ManagementFinancial ServicesBusiness AnalysisFinancial PlanningEstate PlanningFinancePersonal BankingFinancial AnalysisInvestmentsInsurancePersonal Trust Administration

ABOUT HONGZE VICTOR CHEN

I offer private client services throughMassMutual Trust Co. FSB Thank youVictor T:(40••••••51Hongze Victor Chen Financial Planner, CFP® v•••••••@financialguide.comCA Insurance License # 0C27711 CFP®# 76757 CRD# Northern CaliforniaI am licensed to sell insurance in CA. I am licensed to sell securities in CA. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investor Services, LLC member SIPC Supervisory address: 3003 Oak Rd, Ste 250, Walnut Creek, CA 94597. Supervisory Phone Number:(92••••••00. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. MassMutual refers to Massachusetts Mutual Life Insurance Company.

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