Curtis S Chen, CFP®

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


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Contact Us

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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.