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Curtis S Chen, CFP®

1070 Sixth Ave, Suite 104
(@ Belmont City Hall)
Belmont, CA 94002
Phone:
  • (650) 631-0600
Fax:
  • (650) 240-1392

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Personal Financial Planning

Chen Financial Group, LLC is a Registered Investment Advisor offering fee-based customized comprehensive financial planning services.

We believe in a comprehensive approach, and advise on investments, retirement and college planning, business planning, estate planning, insurance, tax planning and cash flow.  Clients can expect a thorough analysis, and high quality, ongoing objective advice.

We look forward to working with you through all stages of your life, please call (650) 631-0600 to schedule a complementary introductory meeting.