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

Mission

Our mission is to create a simpler and clearer financial picture for clients.

We do that by:

  • focusing on comprehensive financial planning, not just investing
  • emphasizing client education first and always
  • maintaining a disciplined, service-driven process

...as a result, we strive to help transform financial lives.