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Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® is listed as Retirement Income Certified Professional®| Helping people have a better financial life for the rest of their lives. | Helping business owner to maximize business value for personal use. at Pacific Advisors, a company with 271 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc®.
Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® previously worked as Financial Advisor at Pacific Advisors and Financial Planner, Investment Advisor Representative at Massmutual Financial Group. Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® holds Chfc & Ricp & Wmcp from The American College Of Financial Services.
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I offer financial planning and consultation services through a network of experienced professionals with proficiency in * Family Protection* Advisory Services* Retirement analysis and programs* Estate planning strategies* Employee benefit and retention programs* Business continuation strategiesMy combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you are simply looking for life, disability income, or long-term care insurance protection, I am committed to providing you a new level of attention, insight and capability. Contact me to discuss your financial future./COMPLIANCE:2024-4488/
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San Jose, California, United States
Helping families, business owners, individuals, & retirees achieve their financial goals, create generational wealth, and provide financial confidence.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through.
San Jose, California, United States
Registered representative offering securities and investment advisory services through MML Investors Services, LLC. Member SIPC
San Jose, California, United States
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
San Francisco Bay Area
Agent Licensed to sell life insurance, long-term care insurance, disability insurance and annuity through New York Life Insurance Company.
San Francisco Bay Area
* Monitor, maintain and review stock ranking model, backtest equity investment strategies for 10 mutual fund and institutional accounts with over $1.6 billion asset under management* Conduct market review and fundamental analysis for weekly portfolio rebalance* Assist with development and implementation of quantitative 130/30 long/short strategy* Serve as.
Other employees you can reach at pacificadvisors.com. View company contacts for 271 employees →
Andrew Schmid
Colleague at Pacific Advisors
Temecula, California, United States, United States
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Dawn Buirley
Colleague at Pacific Advisors
La Verne, California, United States, United States
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MR
Mike Ragusa
Colleague at Pacific Advisors
Aliso Viejo, California, United States, United States
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AS
Alex Stivrins
Colleague at Pacific Advisors
Greater Phoenix Area, United States
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J4
Julie 408-687-8111
Colleague at Pacific Advisors
San Jose, California, United States, United States
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SW
Sandra Williams, Mba, Wmcp®, Ricp®
Colleague at Pacific Advisors
San Diego, California, United States, United States
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DW
David Willner
Colleague at Pacific Advisors
Pasadena, California, United States, United States
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PM
Paolo Marchetti
Colleague at Pacific Advisors
Mountain View, California, United States, United States
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DT
Dorsa Talab
Colleague at Pacific Advisors
Orange County, California, United States, United States
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SD
Sonja Deans
Colleague at Pacific Advisors
Huntington Beach, California, United States, United States
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Quick answers generated from the profile data available on this page.
Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® works for Pacific Advisors.
Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® is listed as Retirement Income Certified Professional®| Helping people have a better financial life for the rest of their lives. | Helping business owner to maximize business value for personal use. at Pacific Advisors.
Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® is based in San Jose, California, United States while working with Pacific Advisors.
Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® has worked for Pacific Advisors, Massmutual Financial Group, Nylife Securities / Eagle Strategies Llc, New York Life Insurance Company, and Virtus Investment Partners.
Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc®'s colleagues at Pacific Advisors include Andrew Schmid, Dawn Buirley, Mike Ragusa, Alex Stivrins, and Julie 408-687-8111.
You can use AeroLeads to view verified contact signals for Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® at Pacific Advisors, including work email, phone, and LinkedIn data when available.
Haiqing Chen, Cfp®, Cfa, Ricp®, Chfc® holds Chfc & Ricp & Wmcp from The American College Of Financial Services.
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