Ceo, Chen Wealth Services, And Senior Financial Advisor
Current
One Seven (We Are One Seven)
Apr 2022 - Present
AeroLeads people directory · profile
Herb Chen, Mba, Cpfa® Email & Phone Number
CEO, Chen Wealth Services, and Senior Financial Advisor at One Seven (RIA)
at
One Seven (We Are One Seven)
1 work email found
@raymondjames.com
1 phone found area 614
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
One Seven (We Are One Seven)
Role
CEO, Chen Wealth Services, and Senior Financial Advisor at One Seven (RIA)
Location
Columbus, Ohio, United States
Who is Herb Chen, Mba, Cpfa®? Overview
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Quick answer
Herb Chen, Mba, Cpfa® is listed as CEO, Chen Wealth Services, and Senior Financial Advisor at One Seven (RIA) at One Seven (We Are One Seven), based in Columbus, Ohio, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 614, and a matched LinkedIn profile for Herb Chen, Mba, Cpfa®.
Herb Chen, Mba, Cpfa® previously worked as CEO, Chen Wealth Services, and Senior Financial Advisor at One Seven (We Are One Seven) and CEO, Chen Wealth Services, and Senior Financial Advisor at Raymond James. Herb Chen, Mba, Cpfa® holds Mba, Finance, Information Systems, Management from Nyu Stern School Of Business.
Company email context
Email format at One Seven (We Are One Seven)
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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Herb Chen, Mba, Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Herb Chen, Mba, Cpfa®
We are an independent full-service practice. Our focus and expertise are on investments and financial planning, but also offer banking, mortgages, lending, credit cards, insurance, and annuities. As an independent advisory team, we follow a fiduciary standard. This means we personally take care of you by providing the products and services that fit your individual needs.We believe that a tax conscious investment strategy can generally serve you well. We customize to your individual circumstances, seeking long term capital gains over short term gains, and, if applicable, offset capital gains distributions to help minimize your taxes.We have experience serving individuals in various stages of life including young professionals, medical professionals, law practices, business owners, and retirees, as well as business entities such as corporate retirement plans, nonprofit organizations, or endowment funds. MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, in their individual capacities are also registered representatives of Fortune Financial Services Inc., Member FINRA/SIPC (“Fortune”). As a registered representative, securities may be offered through Fortune, which is separate from MGO One Seven. Fortune and MGO One Seven are not affiliated companies. Services are provided under the name Chen Wealth Services, a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
Listed skills include Wealth, Mutual Funds, Capital Markets, Investments, and 11 others.
Current workplace
Herb Chen, Mba, Cpfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
One Seven (We Are One Seven)
6 roles
Herb Chen, Mba, Cpfa® work experience
A career timeline built from the work history available for this profile.
Ceo, Chen Wealth Services, And Senior Financial Advisor
Feb 2019 - Oct 2022
Vice President, Financial Advisor And Portfolio Manager
Sep 2013 - Feb 2019
Svp, Fund Manager & Huntington Family Office Director
Responsibilities included:1. Managed Huntington Growth and VA Growth Fund.2. Managed Huntington private wealth and family office practice for ultra high net worth families and individuals.3. Managed Huntington charitable and endowment business for non-profit organizations.
Dec 2009 - Sep 2013
Svp, Senior Managing Director
Sep 2007 - Dec 2009
Svp, Senior Investment Officer
Jul 2003 - Aug 2007
2 education records
Herb Chen, Mba, Cpfa® education
Mba, Finance, Information Systems, Management
Bs, Finance And Information Systems
FAQ
Frequently asked questions about Herb Chen, Mba, Cpfa®
Quick answers generated from the profile data available on this page.
What company does Herb Chen, Mba, Cpfa® work for?
Herb Chen, Mba, Cpfa® works for One Seven (We Are One Seven).
What is Herb Chen, Mba, Cpfa®'s role at One Seven (We Are One Seven)?
Herb Chen, Mba, Cpfa® is listed as CEO, Chen Wealth Services, and Senior Financial Advisor at One Seven (RIA) at One Seven (We Are One Seven).
What is Herb Chen, Mba, Cpfa®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Herb Chen, Mba, Cpfa® at One Seven (We Are One Seven).
What is Herb Chen, Mba, Cpfa®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 614 for Herb Chen, Mba, Cpfa® at One Seven (We Are One Seven).
Where is Herb Chen, Mba, Cpfa® based?
Herb Chen, Mba, Cpfa® is based in Columbus, Ohio, United States while working with One Seven (We Are One Seven).
What companies has Herb Chen, Mba, Cpfa® worked for?
Herb Chen, Mba, Cpfa® has worked for One Seven (We Are One Seven), Raymond James, Merrill Lynch, Huntington Bank, and Sterling, A National City Company.
How can I contact Herb Chen, Mba, Cpfa®?
You can use AeroLeads to view verified contact signals for Herb Chen, Mba, Cpfa® at One Seven (We Are One Seven), including work email, phone, and LinkedIn data when available.
What schools did Herb Chen, Mba, Cpfa® attend?
Herb Chen, Mba, Cpfa® holds Mba, Finance, Information Systems, Management from Nyu Stern School Of Business.
What skills is Herb Chen, Mba, Cpfa® known for?
Herb Chen, Mba, Cpfa® is listed with skills including Wealth, Mutual Funds, Capital Markets, Investments, Family Office, Asset Allocation, Equities, and Financial Services.
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