Jun Chen CFP, CDFA, CPFA

With over 15 years of experience in the financial services industry, Jun Chen is a seasoned wealth advisor known for providing comprehensive, client centric guidance tailored at each stage of life. As a Certified Financial Planner™ (CFP®), and a Certified Plan Fiduciary Advisor™ (CPFA™), Jun brings a uniquely broad skill set to families seeking to create bespoke financial plans that require a high level of expertise. Jun specializes in holistic financial planning, investment management, retirement planning, and workplace retirement plans. With his team of experts, Jun helps his clients navigate complexities that come with high net worth situations. His CFP® designation reflects a commitment to rigorous fiduciary standards and a deep knowledge of tax, insurance, estate, and retireme...