Stanley Chen, Cfp®

Stanley Chen, Cfp® Email and Phone Number

Founder, Financial Planner at Chen & Associates Wealth Management @ Chen & Associates Wealth Management
Stanley Chen, Cfp®'s Location
Portland, Oregon Metropolitan Area, United States
Stanley Chen, Cfp®'s Contact Details

Stanley Chen, Cfp® work email

Stanley Chen, Cfp® personal email

n/a
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

Stanley Chen, Cfp®'s Current Company Details
Chen & Associates Wealth Management

Chen & Associates Wealth Management

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Founder, Financial Planner at Chen & Associates Wealth Management
Stanley Chen, Cfp® Work Experience Details
  • Chen & Associates Wealth Management
    Founder, Financial Planner
    Chen & Associates Wealth Management Sep 2018 - Present
    Lake Oswego, Or
    View
  • Chen & Associates Insurance Services
    Founder, Insurance Broker
    Chen & Associates Insurance Services May 2017 - Present
    Portland, Oregon Area
    We are an independent insurance broker/agency that offers major insurance carriers. We offer: Auto, Home, Life, Business, and Health insurance consultation. www.chensinsurance.com
    View
  • Chen & Associates Enterprise
    Founder
    Chen & Associates Enterprise Aug 2017 - Present
    Chinese restaurant and food services

Stanley Chen, Cfp® Skills

Insurance Leadership Investments Management Fixed Annuities Retirement Planning Marketing Estate Planning Analysis Small Business Iras Recruiting Training And Development Talent Acquisition Interviews Hiring Career Development Mentoring 401 Rollovers Risk Management Education Funding Annuity Sales Licensed In Long Term Care Insurance Asset Protection Multi Generational Wealth Transfer Gifting Strategies Wealth Preservation Planning Public Speaking Microsoft Office Customer Service

Stanley Chen, Cfp® Education Details

Frequently Asked Questions about Stanley Chen, Cfp®

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 the current company?

Stanley Chen, Cfp®'s current role is Founder, Financial Planner at Chen & Associates Wealth Management.

What is Stanley Chen, Cfp®'s email address?

Stanley Chen, Cfp®'s email address is st****@****ife.com

What schools did Stanley Chen, Cfp® attend?

Stanley Chen, Cfp® attended The American College Of Financial Services, University Of Portland.

What are some of Stanley Chen, Cfp®'s interests?

Stanley Chen, Cfp® has interest in Investing, Outdoors, New Technologies, Tennis, Digital Photography, Wealth Management, Friends.

What skills is Stanley Chen, Cfp® known for?

Stanley Chen, Cfp® has skills like Insurance, Leadership, Investments, Management, Fixed Annuities, Retirement Planning, Marketing, Estate Planning, Analysis, Small Business, Iras, Recruiting.

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