Curtis S Chen, CFP®

CONNECT

Address:

1070 Sixth Ave, Suite 104
(@ Belmont City Hall)
Belmont, CA 94002

Phone:

(650) 631-0600

Fax/Other:

(650) 240-1392

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.