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

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OUR PROCESS

01

REVIEW YOUR CURRENT COVERAGE

02

FIGURE OUT WHAT COVERAGE YOU NEED

03

PROVIDE SOLUTION TO YOUR NEED

04

ON-GOING CONSULTING

Contact Us

14385 SW Allen Blvd., Suite 101

Beaverton, OR 97005

(503) 626-9996

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