Our Approach

What sets us apart from other financial planner? Drive, and determination to our client's success. There is no too small or too big of question with us, we will take time to educate you and focus on what's best for your and your family.

Listen

Learn about you and your family—Your values, wants, needs, goals, current financials and your unique life situation. We strive to listen carefully in order to understand what’s most important to you and your family, and what it means for you to live a fulfilling life.

Clarify

Once we understand you and your family’s life goals (we will work with you to identify goals if needed), we will work together to gain a complete picture of your financial life, making sure that we are on the same page and ready to move forward.

Develop

With your goals and data in mind, our team will analyze the data to develop a personalized financial plan that will help you pursue your goals and overcome your financial challenges.

Educate

Once we have developed your personalized plan, we will help you understand our recommendations and make you aware of any strengths or weaknesses of your financial situation. We will show you multiple options to educate you that there is more than one way to accomplish your goals, and helping you understand what is going to be best for you.

Implement

After you fully understand your plan, you are now ready to implement its recommendations. We understand you have other completing priorities in life, so we will watch over incomplete actions items for you to bring conform making sure it gets completed in timely manner.

Ongoing Advice

Because your life is dynamic and always changing, your financial plan will need to change too. We will use our wealth management portal to monitor your progress and strongly encourage your to meet with us regularly to help you remain on track and adapt your plan to overcome new challenges as they arise so you can confidently achieve your goals and live a fulfilling life.

Contact Us

5885 Meadows Rd. Suite 850

Lake Oswego, OR 97035

(503) 542-9473

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC (www.SIPC.org) Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Chen & Associates Wealth Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
 

Stanley Chen is licensed to sell insurance product to CA, OR, MA, MI, NY WA. CA Insurance License # 0K18843. Domiciled in OR. Stanley Chen is licensed to sell securities to CA, OR,. TX, NY, WA


We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Check the background of your financial professional on FINRA's BrokerCheck.

CRN202204-263392

 

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