Chris Chen, CFP<sup>&reg;</sup> - Financial Advisor

Chris Chen, CFP®

Insight Financial Strategists, LLC

virtual
Newton, MA 02458
+ 1 More Location

Insight Financial Strategists, LLC

remote
Newton, MA 02458
FINANCIAL ADVISOR'S WEBSITE
(781) 489-3994
+1 More Number
781 489 3994
CONNECT WITH Chris
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General

Chris Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Insight Financial Strategists, LLC in Newton, MA and the surrounding communities.

Financial Advisor Overview

Chris earned his Bachelor’s degree in Economics and International Relations from the University of Rochester and his MBA in Finance from the McCombs School of Business at the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Divorce Financial Analyst, and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C

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Financial Advisor Experience

Chris Chen is a Boston, MA area fee-only financial planner serving the entire region and clients across the country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Chen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Cross-border Planning, Asset Allocation, Disaster Recovery, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources