Chris Chen, CFP® CDFA helps individuals and families plan difficult life transitions such as retirement and divorce.
His cost-effective and tax-efficient strategies help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning. (More)
A Roth IRA is No Tax Free; it is merely taxed differently! - Chris Chen CFP #financialinsight
Audrey Siciliano is the Operations and Compliance Manager. She is responsible for overseeing the firm's operational and administrative functions, including client services, marketing, billing, and regulatory compliance initiatives.
Audrey has over seventeen years of financial service industry experience in legal and regulatory compliance. (More)
Insights that matter! #financialinsight
As a Wealth Strategist, Jim Wood is focused on developing the wealth management strategies for business owners and executives and for professionals at all stages of their life’s journey. He starts this process with a thorough understanding of where you are and where you want to proceed with your wealth management needs. (More)
Has your portfolio been developed with a risk averse process? #financialinsight