Curtis S. Chen,  CFP<sup>&reg;</sup> - Financial Advisor

Curtis S. Chen, CFP®

MS,

Principal Financial Planner

Chen Financial Group, LLC

1600 W Hillsdale Blvd, Ste 102
San Mateo, CA 94402
(650) 631-0600

General

Curtis Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Chen Financial Group, LLC in San Mateo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Plan Specialist

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Buying a Home, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources