Chris  Chen,  CFP<sup>&reg;</sup> - Financial Advisor

Chris Chen, CFP®

Wealth Strategist

Insight Financial Strategists, LLC

271 Waverley Oaks Rd, 102
Waltham, MA 02452
FINANCIAL ADVISOR'S WEBSITE
(781) 489-3994 CONNECT WITH Chris
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General

Chris Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Insight Financial Strategists, LLC in Waltham, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Cross-border Planning, Investment Management, Getting Divorced, Getting Married, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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