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Jun Chen

Overview

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CFP, CDFA, CPFA wealth advisor leading a team that consists of a CPA, EA and 40+ estate attorneys across the US. We lead with compassion, expertise, and specializing in holding our client's hands through life and the difficult decisions that come with it.

Address
136 madison ave 5th fl
Gender
Male

Contact

Awards & Recognition

Awards & Recognition
Certified Financial Planner® (CFP) designation
Certified Plan Fiduciary Advisor® (CPFA) designation
Certified Divorce Financial Analyst® (CDFA) designation

Cost

Free Consultation
Yes
Payment Method
Check

Map

136 madison ave 5th fl
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