Chris Chen | Financial Advisor - Nerdwallet
Chris Chen

Chris Chen

CFP®, CDFA

Chris is a Financial Advisor who helps clients achieve financial independence, develop a plan for retirement and understand difficult financial tradeoffs.

  • About Chris
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Wealth Strategist at Insight Financial Strategists LLC
Address
271 Waverley Oaks Road Suite 102
Waltham MA, 02452
Phone
(781) 489-3994
Follow

About Chris

Financial planning is about goals. Investment is about risk management. Strategy is where the two meet.

Insight Financial Strategists LLC is a boutique financial advisory firm that provides informed strategies to support your complex financial decisions. We focus on retirement planning, purposeful investing and divorce financial planning issues.

Education

  • MBA, FInance, University of Texas
  • BA, Economics / International Relations, University of Rochester

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

Business Owners
Divorcing couples
People near retirement

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

No information provided on these pages is tax, legal or financial advice. If you believe that it might apply to you, please check with a professional.