Chen & Associates Wealth Management | Beaverton, OR

Service Area: Beaverton, OR
Team Size: 10 employees
Business Duration: 8 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I work remotely (phone or internet)
I travel to my customers

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

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

We currently do not have any information regarding this service provider. We recommend that you contact them directly to obtain more detailed information and verification.

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