Chris Chen's Location

Newton, MA, US

Chris Chen's Work

  • 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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