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

Yu-Ying Chen, CFP®

CPA/PFS

Director of Personal Financial Services

Sutter Hill Ventures

604 Seabrook Lane
Redwood City, CA 94065
(650) 493-5600

General

Yu-Ying Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sutter Hill Ventures in Redwood City, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources