Stanley Chen Email & Phone Number
Founder, Financial Planner @ Chen & Associates Wealth Management
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Stanley Chen Location
- Portland, OR, US
Stanley Chen Work
- 2018 -now Founder, Financial Planner @
- 2017 -now Founder, Insurance Broker @
- 2017 -now Founder @ Chen & Associates Enterprise
- 2014 -2017 Partner @
- 2012 -2014 Financial Services Professional @
Stanley Chen Education
- The American College of Financial Services
(Financial Planning and Services)
2017-2019
Stanley Chen Skills
- Insurance
- Leadership
- Investments
- Management
- Fixed Annuities
- Retirement Planning
- Marketing
- Estate Planning
- Analysis
- Small Business
- IRAs
- Recruiting
- Training & Development
- Talent Acquisition
- Interviews
- Hiring
- Career Development
- Mentoring
- 401(k) Rollovers
- Risk Management
- Education Funding
- Annuity Sales
- Licensed in Long-Term Care Insurance
- Asset Protection
- Multi-Generational Wealth Transfer
- Gifting Strategies
- Wealth Preservation Planning
- Public Speaking
- Microsoft Office
- Customer Service
- Sales
Stanley Chen Summary
- Stanley Chen, based in Portland, OR, US, is currently a Founder, Financial Planner at Chen & Associates Wealth Management. Stanley Chen brings experience from previous roles at Chen & Associates Insurance Services, Chen & Associates Enterprise, New York Life & NYLIFE Securities LLC and NYLIFE Securities LLC. Stanley Chen holds a 2017 - 2019 The American College of Financial Services. With a robust skill set that includes Insurance, Leadership, Investments, Management, Fixed Annuities and more. Stanley Chen has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Chen & Associates Wealth Management Employees
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