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
- Founder, Financial Planner @ (September 2018 - Present)
- Founder, Insurance Broker @ (May 2017 - Present)
- Founder @ Chen & Associates Enterprise (August 2017 - Present)
Stanley Chen Education
- The American College of Financial Services
Financial Planning and Services
2017-2019 - University of Portland
BBA (Marketing and Management Major)
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 and Chen & Associates Enterprise. Stanley Chen holds a 2017 - 2019 Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Insurance, Leadership, Investments, Management, Fixed Annuities and more. Stanley Chen has 1 emails and 3 mobile phone numbers on RocketReach.
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