Chris Chen's Location
Newton, MA, US
Chris Chen's Work
- Owner and Wealth Strategist @ Insight Financial Strategists LLC
- Financial Planner @ Integrated Financial Partners
- Financial Advisor @ Edward Jones
- Various @ Several
Chris Chen's Education
- The University of Texas at Austin - The Red McCombs School of Business
MBA
- University of Rochester
BA
- Boston University
CFP Program
Chris Chen's Skills
- Valuation
- Financial Planning
- Divorce Financial Planning
- Trusts
- Long Term Care
- High Net Worth Individuals
- Wealth
- Personal Finance
- Long Term Care Insurance
- Qdro
Chris Chen's Summary
Chris Chen, based in Newton, MA, US, is currently a Owner and Wealth Strategist at Insight Financial Strategists LLC, bringing experience from previous roles at Integrated Financial Partners, Edward Jones and Several. Chris Chen holds a MBA @ The University of Texas at Austin - The Red McCombs School of Business. With a robust skill set that includes Valuation, Financial Planning, Divorce Financial Planning, Trusts, Long Term Care and more, Chris Chen contributes valuable insights to the industry. Chris Chen has 4 emails on RocketReach.
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