Chen & Associates Wealth Management
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Service type
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About
We believe in high ethical and educational standards that we hold to our clients. Which is why we are committed to on-going educations on our industry and our clients. Stanley, as a Certified Financial Planner™ (CFP®) have extensive trainings and held to the highest ethical and educational standards.
The seven principles of a CFP® professional are:
Integrity
Objectivity
Competence
Professionalism
Confidentiality
Fairness
Diligence
Overview
10 employees
9 years in business
Business hours
SunClosedMon9:00 am - 6:00 pm
Payment methods
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Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and value.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
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Emily Z.
Jan 25, 2022