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Cecilia Chen, Cfa Email & Phone Number

Principal at Cerity Partners

Location: Los Angeles Metropolitan Area, United States, United States 1 work role 2 schools

1 work email found @ceritypartners.com 1 phone found area 213 LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

Cerity Partners

Role

Principal

Location

Los Angeles Metropolitan Area, United States, United States

Company size

211 employees

Who is Cecilia Chen, Cfa? Overview

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Quick answer

Cecilia Chen, Cfa is listed as Principal at Cerity Partners, a company with 211 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ceritypartners.com, phone signal with area code 213, and a matched LinkedIn profile for Cecilia Chen, Cfa.

Cecilia Chen, Cfa holds Mba, Finance, Mis from University Of California, Irvine - The Paul Merage School Of Business.

Company email context

Email format at Cerity Partners

This section adds company-level context without repeating Cecilia Chen, Cfa's masked contact details.

*@ceritypartners.com

71% confidence

AeroLeads found 1 current-domain work email signal for Cecilia Chen, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Cecilia Chen, Cfa

Cecilia Chen, Cfa is a Principal at Cerity Partners. She possess expertise in portfolio management, wealth management, asset management, asset allocation, investments and 10 more skills.

Listed skills include Portfolio Management, Wealth Management, Asset Management, Asset Allocation, and 11 others.

Current workplace

Cecilia Chen, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Cerity Partners

Principal

new york, new york, united states

Website

ceritypartners.com

Employees

211

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Company profile

View company profile Email format

1 role

Cecilia Chen, Cfa work experience

A career timeline built from the work history available for this profile.

Principal

Cerity Partners

Oct 2022 - Present - Los Angeles, California, United States

Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

OM

Owen Morrow Colleague at Cerity Partners Cleveland, Ohio, United States, United States View → SW

Steven Williams Colleague at Cerity Partners Orange County, California, United States, United States View → PS

Philip Steele Aif Colleague at Cerity Partners Greater Chicago Area, United States View → CP

Carman Phillips Colleague at Cerity Partners Louisville, Kentucky, United States, United States View → JP

Jackson Payne Colleague at Cerity Partners Louisville, Kentucky, United States, United States View → TR

Tara Ryan Colleague at Cerity Partners Saratoga Springs, New York, United States, United States View → KP

Katie Pfeifer, Cfp® Colleague at Cerity Partners Louisville, Kentucky, United States, United States View → EO

Ed Osborn Colleague at Cerity Partners Berkeley, California, United States, United States View → EC

Eric Chang, Cfa Colleague at Cerity Partners San Francisco, California, United States, United States View → CS

Colleen Supran, Cfa Colleague at Cerity Partners San Francisco, California, United States, United States View →

2 education records

Cecilia Chen, Cfa education

Mba, Finance, Mis

University Of California, Irvine - The Paul Merage School Of Business

Bs, Computer Science/Math

Ucla

FAQ

Frequently asked questions about Cecilia Chen, Cfa

Quick answers generated from the profile data available on this page.

What company does Cecilia Chen, Cfa work for?

Cecilia Chen, Cfa works for Cerity Partners.

What is Cecilia Chen, Cfa's role at Cerity Partners?

Cecilia Chen, Cfa is listed as Principal at Cerity Partners.

What is Cecilia Chen, Cfa's email address?

AeroLeads has found 1 work email signal at @ceritypartners.com for Cecilia Chen, Cfa at Cerity Partners.

What is Cecilia Chen, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 213 for Cecilia Chen, Cfa at Cerity Partners.

Where is Cecilia Chen, Cfa based?

Cecilia Chen, Cfa is based in Los Angeles Metropolitan Area, United States, United States while working with Cerity Partners.

What companies has Cecilia Chen, Cfa worked for?

Cecilia Chen, Cfa has worked for Cerity Partners.

Who are Cecilia Chen, Cfa's colleagues at Cerity Partners?

Cecilia Chen, Cfa's colleagues at Cerity Partners include Owen Morrow, Steven Williams, Philip Steele Aif, Carman Phillips, and Jackson Payne.

How can I contact Cecilia Chen, Cfa?

You can use AeroLeads to view verified contact signals for Cecilia Chen, Cfa at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Cecilia Chen, Cfa attend?