Stanley Chen, CFP®

Founder and Financial Advisor

CERTIFIED FINANCIAL PLANNER™

Investment Adviser Representative

Securities Registrations: Series 7,6,63,66

Insurance Licenses: Life, Health, Property and Casualty

OUR PROCESS

01

REVIEW YOUR CURRENT COVERAGE

02

FIGURE OUT WHAT COVERAGE YOU NEED

03

PROVIDE SOLUTION TO YOUR NEED

04

ON-GOING CONSULTING