AeroLeads people directory · profile
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt Email & Phone Number
Founder and Financial Planner
at
PINNACLE RELIANCE FINANCIAL PLANNING INC
1 work email found
@freedom55financial.com
4 phones found area 647, 416, and 519
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Financial Planner
Location
Vaughan, Ontario, Canada
Who is Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt? Overview
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Quick answer
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt is listed as Founder and Financial Planner at PINNACLE RELIANCE FINANCIAL PLANNING INC, based in Vaughan, Ontario, Canada. AeroLeads shows a work email signal at freedom55financial.com, phone signal with area code 647, 416, 519, and a matched LinkedIn profile for Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt.
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt previously worked as Founder & Financial Planner at Pinnacle Reliance Financial Planning Inc and Financial Security Advisor at Freedom 55 Financial. Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt holds Master Of Business Administration (M.B.A.), 83 Out Of 100 from Brock University.
Company email context
Email format at PINNACLE RELIANCE FINANCIAL PLANNING INC
This section adds company-level context without repeating Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt's masked contact details.
*@freedom55financial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt. Compare company email patterns before reaching out.
Profile bio
About Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt
With 13 years of Canadian financial service industry experience, as a certified financial planner and chartered life underwriter, I help my client create a financial plan as unique as their goals and dreams, whether they include:• Retiring comfortably• Financing child’s education• Providing financial security for the family• Leaving a legacy for the family or favourite charity tax efficiently• Owning a home or vacation property• Building a successful businessMy goal is to work with my clients to build a comprehensive financial plan to help them grow and protect their wealth over time. It means my clients work with a plan that allows them to enjoy what they’ve worked so hard to achieve
Listed skills include Estate Planning, Strategic Financial Planning, Financial Advisory, Group Benefit Plans, and 13 others.
Current workplace
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt's current company
Company context helps verify the profile and gives searchers a useful next step.
Pinnacle Reliance Financial Planning Inc
Website
AeroLeads page
3 roles
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt work experience
A career timeline built from the work history available for this profile.
Founder & Financial Planner
Current- With 13 years of Canadian financial service industry experience, as a certified financial planner and chartered life underwriter, I help my client create a financial plan as unique as their goals and dreams, whether.
- Retiring comfortably
- Financing child’s education
- Providing financial security for the family
- Leaving a legacy for the family or favourite charity tax efficiently
- Owning a home or vacation property
Apr 2018 - Present
Financial Security Advisor
- Help my client:
- Look at the financial profile;
- Set realistic goals;
- Draw up a plan to reach goals;
- Put the plan into action.The products I can use to help my client includes:Life insuranceDisability insuranceCritical illness insuranceAnnuitiesSegregated fundsMutual FundBanking products
Jan 2014 - Apr 2018
2 education records
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt education
Master Of Business Administration (M.B.A.), 83 Out Of 100
Bachelor Of Business Administration - Bba
FAQ
Frequently asked questions about Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt
Quick answers generated from the profile data available on this page.
What company does Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt work for?
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt works for PINNACLE RELIANCE FINANCIAL PLANNING INC.
What is Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt's role at PINNACLE RELIANCE FINANCIAL PLANNING INC?
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt is listed as Founder and Financial Planner at PINNACLE RELIANCE FINANCIAL PLANNING INC.
What is Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt's email address?
AeroLeads has found 1 work email signal at @freedom55financial.com for Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt at PINNACLE RELIANCE FINANCIAL PLANNING INC.
What is Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt's phone number?
AeroLeads has found 4 phone signal(s) with area code 647, 416, 519 for Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt at PINNACLE RELIANCE FINANCIAL PLANNING INC.
Where is Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt based?
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt is based in Vaughan, Ontario, Canada while working with PINNACLE RELIANCE FINANCIAL PLANNING INC.
What companies has Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt worked for?
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt has worked for Pinnacle Reliance Financial Planning Inc and Freedom 55 Financial.
Who are Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt's colleagues at PINNACLE RELIANCE FINANCIAL PLANNING INC?
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt's colleagues at PINNACLE RELIANCE FINANCIAL PLANNING INC include Tianqi Li.
How can I contact Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt?
You can use AeroLeads to view verified contact signals for Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt at PINNACLE RELIANCE FINANCIAL PLANNING INC, including work email, phone, and LinkedIn data when available.
What schools did Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt attend?
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt holds Master Of Business Administration (M.B.A.), 83 Out Of 100 from Brock University.
What skills is Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt known for?
Jun (Ethan) Chen, Cfp®, Clu®, Mba, Mdrt is listed with skills including Estate Planning, Strategic Financial Planning, Financial Advisory, Group Benefit Plans, Investments, Critical Illness Insurance, Finance, and Time Management.
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