Chia-Li  Chien,  CFP<sup>&reg;</sup> - Financial Advisor

Chia-Li Chien, CFP®

PhD, PMP

Program Director

Value Growth Institute

365 E Avenida De Los Arboles #B18
Thousand Oaks, CA 91360
FINANCIAL ADVISOR'S WEBSITE

General

Chia-Li Chien is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Value Growth Institute in Thousand Oaks, CA and the surrounding communities.

Financial Advisor Overview

Chia-Li Chien, Ph.D. candidate, CFP®, PMP®; Chia-Li "like JOLLY," she is Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase the equity value of their firms. She is the award-winning author of the books "Show Me The Money" and "Work toward Reward" and her blog and newsletter was named a Top Small Business Resource by the New York Times You're the Boss blog http://goo.gl/Uq61Op. She is an Adjunct Faculty at American Management Association.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - PMP

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Business Taxes, Corporate Finance, Retirement, Succession Planning

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Helpful Financial Planning Resources