Peter Chen Email & Phone Number
Founder and Managing Principal @ Stonemark Wealth Management
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Peter Chen Location
- Los Angeles, CA, US
Peter Chen Work
- 2009 -now Founder and Managing Principal @
- 2000 -2009 VP, Private Client Advisor @
- 1999 -2000 Vice President @ Van Deventer & Hoch
- 1997 -1998 Investment Specialist @
Peter Chen Education
- San Diego State University
BA (International Business)
1988-1994
Peter Chen Skills
- Investments
- Financial Planning
- Estate Planning
- Retirement
- Securities
- Strategic Financial Planning
- Series 7
- Investment Advisory
- Wealth Management
- Portfolio Management
- Financial Services
- Fixed Income
- Retirement Planning
- Equities
- 401k
- Financial Advisory
- Management
- Microsoft Office
- Strategy
- Investment Management
Peter Chen Summary
- Peter Chen, based in Los Angeles, CA, US, is currently a Founder and Managing Principal at Stonemark Wealth Management. Peter Chen brings experience from previous roles at Tower Asset Management, Van Deventer & Hoch and Charles Schwab & Co., Inc.. Peter Chen holds a 1988 - 1994 BA in International Business @ San Diego State University. With a robust skill set that includes Investments, Financial Planning, Estate Planning, Retirement, Securities and more. Peter Chen has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Stonemark Wealth Management Employees
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Flower Mound, TX, US
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