Stephanie Chen
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Stephanie Chen Email & Phone Number

Financial Education Evangelist | Advocate for Your Future Self | Pro Mom at Clavius Wealth Management
Location: Redwood City, California, United States 12 work roles 3 schools
2 work emails found @northwesternmutual.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email s****@northwesternmutual.com
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Current company
Role
Financial Education Evangelist | Advocate for Your Future Self | Pro Mom
Location
Redwood City, California, United States

Who is Stephanie Chen? Overview

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Quick answer

Stephanie Chen is listed as Financial Education Evangelist | Advocate for Your Future Self | Pro Mom at Clavius Wealth Management, based in Redwood City, California, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for Stephanie Chen.

Stephanie Chen previously worked as Director, Financial Education Advocacy at Clavius Wealth Management and Consultant, Financial Education Advocacy at Clavius Wealth Management. Stephanie Chen holds Honors Business Administration, Hba from Ivey Business School At Western University.

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{first_initial}{last}@northwesternmutual.com
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Profile bio

About Stephanie Chen

Are you a tech executive feeling financially stressed because you’re worried about inflation and the high cost of living and don’t have the time to manage your money properly? Are you overwhelmed with work and would like some financial clarity? We work with highly compensated professionals to help them “close the gap”- pay down debt, build a retirement plan, and protect themselves and their ability to work in case of sickness or injury. Together we build a holistic plan for your short-and- long-term goals and give you confidence so you can focus on your medical career. Our team of professionals became financial advisors because we understand how to optimize the technical features along with the emotional aspects around our decisions about money. I enjoy helping clients define what’s important to them and why. Consider me a “financial coach” - because when we talk about your financial goals, what we’re really discussing is how you feel about risk, security and your values. We want our clients to live in “financial peace” – to be happy about their choices and to be free to do what they do best – follow their passions, do good work, raise loving families. Just as it’s never too early to be proactive about your physical fitness and wellness, it’s never too early to focus on your financial health. Let’s spend 20 minutes together on the phone discussing what money concerns you have and I’ll share strategies on how we can give you financial peace. It’s my gift to you.

Listed skills include Marketing Communications, Corporate Communications, Strategic Communications, Internal Communications, and 19 others.

Current workplace

Stephanie Chen's current company

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Clavius Wealth Management
Clavius Wealth Management
Financial Education Evangelist | Advocate for Your Future Self | Pro Mom
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12 roles · 19 years

Stephanie Chen work experience

A career timeline built from the work history available for this profile.

Director, Financial Education Advocacy

Current

Redwood City, California, United States

Jan 2021 - Present

Consultant, Financial Education Advocacy

My team offers “Financial Education for Geniuses” workshops geared towards medical residents, fellows and early career physicians. If you fit that category and are curious at how we can supercharge your financial acumen, give us a shout!

May 2020 - Jan 2021

Mom-In-Chief

Niu Family Inc.

San Francisco Bay Area

Duties include but not limited to:Chief of Logistics, Head Planning Coordinator, Nutrition Adviser, Health & Safety Lead, Educational Development, Accounts Payable, Sanitation Engineer, Communications Manager, Driver and Resident Domestic Goddess.

2007 - Sep 2015

Head Of Communications, Hong Kong

  • Management: Collaborated closely with the Chief Executive to plan and coordinate a successful communication program that aligned with regional publicity objectives, strategies, internal standards for an office of 1,200.
  • External Communications: Advised on all Corporate Social Responsibility efforts such as employee volunteering and corporate philanthropy. Coordinated the bank’s 100th Anniversary celebration “Life in Hong Kong” in.
  • Employee Engagement/Internal Communications: Led and executed local communication plans. Managed all messaging for various communication channels – face-to-face, press, newsletters, and Web site. Organized all-employee.
Jun 2006 - Dec 2006

Communications & Events Manager

Hong Kong

  • Employee Engagement/Internal Communications: Initiated the first ever Community Investment Committee by influencing senior management to formalize a corporate volunteer program. Supported bank’s Sustainable Development.
  • Event Management & Sponsorship: Managed events for all parts of the bank ranging from investor conferences, seminars, and press events to client entertainment cocktails, delegation visits, and wine-tasting dinners.
Oct 2003 - Jun 2006

Manager, Live Events Asia Pacific

Hong Kong

  • Event Management: Managed Cartoon Network licensed events from creation, to planning to implementation for North Asia. Responsible for overall project including budgets, legal, retail, creative, PR, marketing and brand.
  • Business Development: Positioned to meet revenue targets for the region by partnering with suitable clients to increase brand awareness of Cartoon Network properties. Focused on selling events to support network.
Oct 2002 - Mar 2003

Account Manager

Hong Kong

  • Business Development: Initiated and developed new business opportunities with select multinationals such as PricewaterhouseCoopers, BNP Paribas and Deutsche Bank. Met aggressive sales targets by targeting new sectors..
  • Account Management: Strengthened existing relationships with clients; cross-sold new products and grew accounts across various media - meetings and events; video; digital media; environments; learning; print and.
  • Marketing: Developed marketing materials and ensured all JMW collateral met corporate identity guidelines. Ensured Solution Sheets were produced after each project. Promoted Hong Kong office to other international.
  • Communications Skills: Researched and wrote proposals and pitches with team; ensured all aspects of the brief were met; presented creative strategic solutions and follow-up.
  • Team Building: Worked closely with Production and Creative teams to ensure that resources were adequately allocated to each project to meet quality standards. Collaborated with team members on creative brainstorming.
  • Budgeting: Managed budgeting process for each project; ensured that gross margin targets were met and that appropriate budgets were set according to client’s budget parameters.
Jan 2001 - Sep 2002

Events & Marketing Manager

Hong Kong

  • Press: Developed all press kits and promotional collateral for events and membership recruiting. Spearheaded website re-launch and Internet strategy.
  • Event Planning: Conceptualized and coordinated up to 100 events a year ranging from business events (round-table meetings, speakers, VIP delegations & conferences) to social events (monthly cocktails & annual ball).
  • Sponsorship: Increased corporate sponsorship opportunities and worked closely with partners to enhance profiles.
  • Budgeting: Bottom-line responsibility for all events and advertising to meet monthly & annual budgets
  • Management: Delegated work responsibilities and supervised job performance of one Events Coordinator.
Oct 1999 - Nov 2000

Sales & Marketing Analyst, Business Development

Hong Kong

  • Research & Analysis: Completed market analysis and developed database for commercial market sector in Beijing. Conducted comprehensive competitive analysis to build market share. Managed financial analyses and total.
  • Sales & Marketing: Developed sales and marketing strategy and implemented plans. Improved marketing materials and communication tools.
  • Communications: Wrote proposals and creative for marketing materials including brochures, presentations, and information kits.
  • Event Planning: Planned and executed high profile launch of new facilities management company with over 100 clients and VIP executives at the exclusive Jardines Penthouse.
  • Relationship-Building: Improved communications channels throughout company by fostering interdepartmental relations. Promoted cross-selling among commercial, residential, research and property management departments.
Apr 1996 - Sep 1999

Merchandise & Marketing Manager

Braemar Apparel Inc.

Toronto, Canada Area

  • Planning & Analysis: Analyzed chainwide sales performance; made recommendations on future stylings, colours, fabrics, and quantities of buys. Ensured sales planning budgets were adhered to and took required action on.
  • Advertising & Public Relations: Liaised with advertising agency on strategy; acted as an adviser on photoshoots for print and television. Worked on public relations for the grand openings of three new concept stores.
  • Communications: Developed and communicated seasonal merchandise selling tools to all 80 stores on a quarterly basis. Prepared weekly newsletters and highlights to over 1,000 sales staff.
Jul 1993 - Dec 1995
3 education records

Stephanie Chen education

Education record

St. Joseph'S Morrow Park Secondary School

Toronto, ON, Canada

FAQ

Frequently asked questions about Stephanie Chen

Quick answers generated from the profile data available on this page.

What company does Stephanie Chen work for?

Stephanie Chen works for Clavius Wealth Management.

What is Stephanie Chen's role at Clavius Wealth Management?

Stephanie Chen is listed as Financial Education Evangelist | Advocate for Your Future Self | Pro Mom at Clavius Wealth Management.

What is Stephanie Chen's email address?

AeroLeads has found 2 work email signals at @northwesternmutual.com for Stephanie Chen at Clavius Wealth Management.

Where is Stephanie Chen based?

Stephanie Chen is based in Redwood City, California, United States while working with Clavius Wealth Management.

What companies has Stephanie Chen worked for?

Stephanie Chen has worked for Clavius Wealth Management, Northwestern Mutual, Niu Family Inc., Abn Amro Bank N.V., and Cartoon Network.

How can I contact Stephanie Chen?

You can use AeroLeads to view verified contact signals for Stephanie Chen at Clavius Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Chen attend?

Stephanie Chen holds Honors Business Administration, Hba from Ivey Business School At Western University.

What skills is Stephanie Chen known for?

Stephanie Chen is listed with skills including Marketing Communications, Corporate Communications, Strategic Communications, Internal Communications, Proposal Writing, Speech Writing, Employee Engagement, and Corporate Social Responsibility.

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