Michael Chen, CFP®, CFA
Certified Financial Planner & Investment Strategist
0 articles
About Michael Chen, CFP®, CFA
Former Goldman Sachs investment banker turned fee-only financial planner. With 20 years managing portfolios for high-net-worth clients, Michael now focuses on making sophisticated investment strategies accessible to everyone. He's helped over 500 families build seven-figure retirement portfolios.
CFA® (Chartered Financial Analyst)
CFP® (Certified Financial Planner)
MBA Finance, Wharton
Series 7 & 66 Licensed
Michael Chen, CFP®, CFA hasn't published any articles yet.
Areas of Expertise
Retirement Planning
Investment Strategy
401(k) Optimization
Wealth Management