Chris Chen (CDFA, CFP®, MBA, RLP)
Chris Chen focuses in the
following client markets or areas of practice:
- Divorce Planning
- ExPat and Cross Border Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Divorce Planning
- ExPat and Cross Border Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Chris Chen CFP® is a Boston, MA area fee-only financial planner serving the entire region and clients across the country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Chen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Additional Information
Chris Chen CFP® is an experienced fiduciary, fee-only wealth manager providing unbiased financial planning and investment advice. He helps guide executives, physicians, attorneys and retirees with wealth accumulation and preservation, retirement income planning, and family protection strategies.
He is especially adept at successfully navigating clients through challenging life transitions such as retirement income planning, and divorce financial planning.
As a fee-only financial planner, and a Registered Financial Advisor, Chris works with your own legal and tax advisers to build individual financial plans that address your unique goals, issues and constraints.
Chris also helps clients with divorce coaching and post-divorce recovery, helping clients navigate the financial aspects of divorce, and resetting after the divorce into a financially successful direction.
Chris earned his Bachelor’s degree in Economics from the University of Rochester and his MBA in Finance from the Univesity of Texas at Austin. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Divorce Financial Analyst, and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C.
NAPFA Start Date
July 31, 2018
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