Chris Chen

CFP®, CDFA®
Retirement, Investing, Lifestage Based Planning
88%
Helpful
49
Answers
2
Articles
80
Followers
“Chris Chen CFP® helps individuals and families plan difficult life transitions such as retirement and divorce”
Firm:

Insight Financial Strategists LLC

Job Title:

Founder

Biography:

Chris Chen CFP® helps individuals and families plan difficult life transitions such as retirement and divorce. 

As a CFP® professional, Chris works with your own legal and tax advisers to build cost-effective and tax-efficient strategies to help you achieve your long term financial goals with wealth preservation, retirement income planning, and legacy planning.His calming confidence and knowledgeable guidance through complex financial transitions such as retirement and divorce can help you gain a sense of security and reassurance for your financial future.

Chris’s career in financial services followed a rewarding career in strategic business management during which he lived, worked, and grew successful businesses in the US, Asia/ Pacific and Europe. Chris earned his Bachelor’s degree in Economics and his MBA in Finance. He is also a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Divorce Financial Analyst. Chris is a member of the Financial Planning Association, the Massachusetts Council on Family Mediation and he is the Treasurer of the Association of Divorce Financial Planners, a non profit organization.

Chris invites you to sign up to start your own financial plan for free at po.st/financialplan

All Articles
Sort By:
Most Helpful
August 2017
    Marriage / Divorce, Retirement Plans, Women & Money
June 2017

All Answers
Sort By:
Most Helpful
    Personal Finance
What is the difference between a blend fund and a balanced fund?
100% of people found this answer helpful

Blend and balanced refer to the asset mix that a mutual fund may hold.

Equity funds are often classified into value and growth. Value funds invest in stocks that are perceived to be undervalued. They often deliver a relatively high dividend. Growth funds invest in stocks that are perceived to have high growth potential.

Blend funds are funds that blend the value and growth approach; they invest in a mixture of stocks that the portfolio manager perceives as undervalued and have high growth potential.

Balanced funds refer to mutual funds that invest in both equity and fixed income securities, thus achieving a "balance."

December 2016
    Investing, Stocks
How should a knowledgeable teenager begin to build his portfolio?
100% of people found this answer helpful
December 2016
    Retirement, Social Security, End of Life
Is it really possible to claim my SS and my deceased husband's SS?
100% of people found this answer helpful
November 2016
    Financial Planning, Annuities
Do I have to be employed to roll over part of my lump sum distribution to a traditional IRA?
100% of people found this answer helpful
November 2016
    Marriage / Divorce, IRAs, Taxes
Can I cash out a Roth IRA from a divorce settlement?
100% of people found this answer helpful
October 2016