Chris Chen, CFP® CDFA is a fiduciary wealth strategist who 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. His calming confidence and knowledgeable guidance through complex financial transitions can help clients gain a sense of security and reassurance for their financial future.
Chris’s career in financial services followed a rewarding career in strategic business management during which he lived, worked, and grew successful businesses in the US, Asia/ Pacific and Europe. He earned his Bachelor’s degree in Economics and his MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner, and a Certified Divorce Financial Analyst™. He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C.
Chris was recognized by Investopedia as one of the 100 Most Influential Advisors of 2018. He has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News and Bloomberg. He has also been published in the Boston Globe, Kiplinger and Investopedia.
Chris is the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the National Association of Financial Advisors (NAPFA), Financial Planning Association, the XY Planning Network, The Divorce Center and the Massachusetts Council on Family Mediation.
Many of our clients live in Lexington MA, Arlington MA, Bedford MA, Brookline, Concord MA, Newton MA, Boston, Brookline, Weston MA, Waltham, Cambridge MA, Belmont MA, Lincoln MA, Watertown, Wellesley, Winchester MA.