Bruce Chen Location
- Monterey Park, CA, US
Bruce Chen Work
- 2018 - now Vice President @ MYZ Financial & Insurance Services
- 2012 - 2019 Financial Adviser @
- 2012 - 2019 Licensed Agent @
- 2008 - 2012 House Manager - Supervisor @
- 2010 - 2011 Intern - Office Assistant @
- 2008 - 2010 Office Administrator @
Bruce Chen Education
- Beijing Language and Cultural University
(Chinese - Mandarin)
- The American College of Financial Services
CFP Certification
- UC San Diego
Bachelor's Degree
Bruce Chen Skills
- Insurance
- Securities
- Estate Planning
- 401k Rollovers
- Investments
- Long-term Care
- Mutual Funds
- Retirement
- Wealth Preservation Planning
- Licensed Life Insurance Agent
- Protection Planning/family Security
- Finance
- Key Person Protection
- Annuity Sales
- Legacies
- Multi-generational wealth transfer
- Gifting Strategies
- Multi-generational Planning
- Social Skills
- Charismatic Leadership
- Life Coaching
- Multi Generational Planning
- Financial Services
- Multi Generational Wealth Transfer
- Long Term Care
Bruce Chen Summary
- Bruce Chen, based in Monterey Park, CA, US, is currently a Vice President at MYZ Financial & Insurance Services. Bruce Chen brings experience from previous roles at Eagle Strategies, LLC, New York Life Insurance Company and University of California, San Diego. Bruce Chen holds a Beijing Language and Cultural University. With a robust skill set that includes Insurance, Securities, Estate Planning, 401k Rollovers, Investments and more. Bruce Chen has 1 emails on RocketReach.
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