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Cfp® Chris Chen
CEO / Wealth Stategist at Insight Financial Strategists LLC
Chris Chen, CFP®, CDFA®, is a fee-only financial planner based in Boston, MA, offering services to clients nationwide through Insight Financial Strategists.
With a commitment to unbiased and trustworthy financial advice, Chris specializes in financial planning, retirement planning, investment management, and divorce planning to help clients navigate life's transitions.
His expertise lies in wealth accumulation and preservation, retirement income planning, education funding, family protection strategies, and post-divorce financial recovery.
As a Certified Financial Planner, Chris collaborates with clients' legal and tax advisers to develop tailored, tax-efficient strategies for long-term financial goals, wealth preservation, asset growth, and legacy planning.
Chris holds a Bachelor's degree in Economics from the University of Rochester, an MBA in Finance from The University of Texas at Austin, and certifications as a CFP® practitioner, a Certified Divorce Financial Analyst, and a trained Mediator.
He serves as the CEO and Wealth Strategist at Insight Financial Strategists LLC, bringing years of experience previously gained at Integrated Financial Partners and Edward Jones.
For personalized financial strategies and guidance, connect with Chris Chen through calendly.com/chris-chen-cfp.
