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

Robin Kennedy

Robin Kennedy

Operations Manager

Robin joined the firm in 2006.  She is responsible for customer service, client file management, and daily operations.  She is our paperwork expert!   Robin received her certification as a Registered Paraplanner from College of Financial Planning in 2008.  She is also a Notary Public.

When Robin is not in the office she enjoys video editing, reading, and spending time with her husband, three children and pets.

Phone 650-631-0600