Who We Serve
The Chen Financial Group is a dedicated investment firm serving people like you.
We pride ourselves on creating custom portfolios for our clients that prioritize their goals and risk profile. We are not your typical wealth management firm - we have an exclusivity of service and deep commitment to our clients.
Professionals receiving compensation through stock
Restricted Stock Units (RSUs)
Employer Stock Purchase Plans (ESPPs)
Shares or Stock Options
Icentive Stock Options (ISOs)
Professionals and families five years out from retirement (or have already retired)
