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

Team

 
  • Curtis S Chen, CFP®

    Principal Financial Planner

  • Robin Kennedy

    Operations Manager

  • Piming Lai, MBA

    Client Service Liaison & Internal Finance Manager