Chris Chen, CFP® CDFA is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce.
Chris Chen is a Boston, MA area fee-only financial planner serving the entire region and clients across the country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Chen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 from the University of Rochester and his MBA in Finance from the University of Texas. 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 as Five Star Wealth Manager for 2020. He was also recognized by Investopedia as one of the 100 Most Influential Advisors of 2018 and 2019. 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.
Many of our clients live in Newton, MA, Lexington MA, Brookline, Concord MA, Newton MA, Boston, Brookline, Weston MA, Needham, MA, Cambridge MA, Belmont MA, Lincoln MA, Watertown, Wellesley.