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Leo Chen
Financial Planning Associate at Vista Wealth Management Group, LLC
Leo Chen, CPA, CFP®, is a Certified Public Accountant with notable expertise in business and personal tax preparation, tax planning, and retirement planning. Having passed the Certified Financial Planner exam in November 2019, Leo is also a Certified Financial Planner candidate. He is recognized as the Co-founder and CFO of Texas Panic Room, a successful Texas-based live escape room enterprise boasting 8 locations and employing 35 individuals.
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Location
Palo Alto, California, United States
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Providing New York-Based Businesses. with Accounting, Tax Reduction and Tax Preparation Services.
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See who you know in common with Leo