Founder, Financial Planner
Current
Sep 2018 - Present
AeroLeads people directory · profile
Stanley Chen, Cfp® Email & Phone Number
Founder, Financial Planner at Chen & Associates Wealth Management
at
Chen & Associates Wealth Management
1 work email found
@newyorklife.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Financial Planner at Chen & Associates Wealth Management
Location
Portland, Oregon Metropolitan Area, United States
Who is Stanley Chen, Cfp®? Overview
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Quick answer
Stanley Chen, Cfp® is listed as Founder, Financial Planner at Chen & Associates Wealth Management at Chen & Associates Wealth Management, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at newyorklife.com and a matched LinkedIn profile for Stanley Chen, Cfp®.
Stanley Chen, Cfp® previously worked as Founder, Financial Planner at Chen & Associates Wealth Management and Founder, Insurance Broker at Chen & Associates Insurance Services. Stanley Chen, Cfp® holds Financial Planning And Services from The American College Of Financial Services.
Company email context
Email format at Chen & Associates Wealth Management
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*@newyorklife.com
68% confidence
AeroLeads found 1 current-domain work email signal for Stanley Chen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Stanley Chen, Cfp®
I came to the U.S. with no English at the age of 13. After years of studying both English and Finance, I worked as a Financial Professional for 2.5 years and soon got promoted as a Partner of a fortune 500 firm. With professional sales, recruiting, and planning experiences; I founded Chen & Associates Insurance Services with a vision of helping manage and protect client's assets/dreams. I love meeting new people and learning new things, so please feel free to say hello and share a story with me. I am blessed to be in the Financial Services industry, and I love it!I am focused on putting my passions and skills to good use by educating the community on the importance of saving, protecting, and investing. If you believe that I can be a help to you or if you simply would like meet and connect, please get in touch and reach out. Specialties: Personal financial planning, insurance, retirement, marketing, and management.Disclosures: https://www.chenassociate.com/ourfounder
Listed skills include Insurance, Leadership, Investments, Management, and 26 others.
Current workplace
Stanley Chen, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Chen & Associates Wealth Management
AeroLeads page
3 roles
Stanley Chen, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder, Insurance Broker
CurrentWe are an independent insurance broker/agency that offers major insurance carriers. We offer: Auto, Home, Life, Business, and Health insurance consultation. www.chensinsurance.com
May 2017 - Present
Founder
Current
Chen & Associates Enterprise
Chinese restaurant and food services
Aug 2017 - Present
2 education records
Stanley Chen, Cfp® education
Financial Planning And Services
Bba, Marketing And Management Major
FAQ
Frequently asked questions about Stanley Chen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Stanley Chen, Cfp® work for?
Stanley Chen, Cfp® works for Chen & Associates Wealth Management.
What is Stanley Chen, Cfp®'s role at Chen & Associates Wealth Management?
Stanley Chen, Cfp® is listed as Founder, Financial Planner at Chen & Associates Wealth Management at Chen & Associates Wealth Management.
What is Stanley Chen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @newyorklife.com for Stanley Chen, Cfp® at Chen & Associates Wealth Management.
Where is Stanley Chen, Cfp® based?
Stanley Chen, Cfp® is based in Portland, Oregon Metropolitan Area, United States while working with Chen & Associates Wealth Management.
What companies has Stanley Chen, Cfp® worked for?
Stanley Chen, Cfp® has worked for Chen & Associates Wealth Management, Chen & Associates Insurance Services, and Chen & Associates Enterprise.
How can I contact Stanley Chen, Cfp®?
You can use AeroLeads to view verified contact signals for Stanley Chen, Cfp® at Chen & Associates Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Stanley Chen, Cfp® attend?
Stanley Chen, Cfp® holds Financial Planning And Services from The American College Of Financial Services.
What skills is Stanley Chen, Cfp® known for?
Stanley Chen, Cfp® is listed with skills including Insurance, Leadership, Investments, Management, Fixed Annuities, Retirement Planning, Marketing, and Estate Planning.
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