Curtis Chen Email & Phone Number
Principal Financial Planner and Owner
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Curtis Chen Location
- San Mateo, CA, US
Curtis Chen Work
- 2004 -now Principal Financial Planner and Owner @ Chen Financial Group, LLC
- 1996 -now Financial Advisor @ LPL Financial
Curtis Chen Education
- Massachusetts Institute of Technology
MS (Electrical Engineering and Computer Science)
1989-1991 - Massachusetts Institute of Technology
BS (Computer Science and Engineering)
1985-1989 - IHS
High School
1981-1985 - Westchester Conservatory of Music
Curtis Chen Skills
- Finance
- Securities
- Asset Allocation
- Strategy
- Project Planning
- Microsoft Excel
- Wealth Management
- Management
- Analysis
- Financial Planners
- Investment Advisory
- Investments
- Strategic Financial Planning
- Strategic Financial
- FINRA
- Retirement Planning
Curtis Chen Summary
- Curtis Chen, based in San Mateo, CA, US, is currently a Principal Financial Planner and Owner at Chen Financial Group, LLC. Curtis Chen brings experience from previous roles at LPL Financial. Curtis Chen holds a 1989 - 1991 MS in Electrical Engineering and Computer Science @ Massachusetts Institute of Technology. With a robust skill set that includes Finance, Securities, Asset Allocation, Strategy, Project Planning and more. Curtis Chen has 1 emails and 2 mobile phone numbers on RocketReach.
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