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Stanley Chen, CFP®
Founder and Financial Advisor
Investment Adviser Representative
Securities Registrations: Series 7,6,63,66
Insurance Licenses: Life, Health, Property and Casualty
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Independent Insurance Brokers: Your Trusted Advisors and Local Independent Brokers
When it comes to protecting what matters most, whether it's your home, car, family, or business, having the right insurance is essential. But navigating the world of insurance can be confusing and overwhelming. That’s where local independent brokers come in. They act as your trusted advisors, guiding you through the options and helping you find the best coverage tailored to your unique needs. In this post, I’ll walk you through why working with local independent brokers is a
Chen & Associates
Feb 94 min read


Top Life Insurance Advantages You Should Know
When I first started looking into life insurance, I found the topic a bit overwhelming. There are so many options, terms, and fine print that it’s easy to get lost. But after some research and talking to experts, I realized how important it is to understand the life insurance advantages . It’s not just about protecting your family financially; it’s about peace of mind and planning for the unexpected. In this post, I’ll walk you through the key benefits of life insurance in a
Chen & Associates
Jan 264 min read


Finding the Best Auto Insurance Quotes: Car Insurance Comparison Tips
When it comes to protecting your vehicle and your wallet, finding the best auto insurance quotes is essential. Insurance can be confusing, and prices vary widely depending on many factors. I’ve learned that taking the time to compare options carefully can save you a lot of money and stress. In this post, I’ll walk you through practical steps and tips to help you find the right coverage at the best price, especially if you live in the Portland or Beaverton area. Why Comparing
Chen & Associates
Jan 264 min read


Understanding Health Insurance Deductibles: A Comprehensive Guide
What Is a Health Insurance Deductible? A health insurance deductible is the amount of money you pay out of your own pocket for healthcare services before your insurance starts to chip in. Think of it as the initial cost you cover yourself each year. For example, if your deductible is $1,000, you will pay the first $1,000 of your medical bills. After that, your insurance company begins to pay a portion or all of your covered healthcare costs. Here’s a simple way to think abou
Chen & Associates
Dec 15, 20255 min read
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