Hui-Chin Chen

Founder of The CIGA Network & Cross-Border Financial Planner at Jade & Cowry

Role
Managing Partner at Jade & Cowry Llc
Location
Arlington, VA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Hui-Chin Chen

I specialize in financial planning for Americans abroad and green card/visa holder in the US through their unique globally mobile and connected lives. My mission is to make cross-border financial planning accessible, with a team approach, to everyone who calls multiple countries home in their lives, whether through career, marriage, or birth.

Experience

  1. Managing Partner

    Jade & Cowry Llc

    Jan 2023 — Present · Virtual / Arlington, VA, US

    I help clients:• Manage currency exchange, international money transfers, and fluctuating cash flow from international moves• Invest globally using cost/tax efficient vehicles• Remain tax compliant in the US• Analyze financial implications on acquiring/exiting additional tax residency or citizenship• Coordinate global employment, business, pension, and investment income to be cost/tax efficient across multiple jurisdictions• Get insurance coverage that works internationally• Collaborate with other professionals with cross-border planning expertise or country-specific knowledge.

Education

  • National Taiwan University

    B.B.A, Business Administration and Management, General

    2000 — 2004

  • Carnegie Mellon University

    Master of Science (MS), Public Policy and Management

    2004 — 2006

  • New York University

    Certificate in Financial Planning, Personal Financial Planning

    2011 — 2012

Skills

  • Credit Scoring
  • Sas
  • Public Policy
  • Unix Operating Systems
  • Financial Risk
  • Financial Modeling
  • Html
  • Css
  • Microsoft Office
  • Statistics
  • Stata
  • Data Mining
  • S-Plus
  • Gis Application
  • Econometrics
  • Personal Financial Planning

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Hui-Chin Chen — Managing Partner at Jade & Cowry Llc in Arlington, VA, US | Unifers