Stanley Chen, CFP®

Founder and Financial Advisor

CERTIFIED FINANCIAL PLANNER™

Investment Adviser Representative

Securities Registrations: Series 7,6,63,66

Insurance Licenses: Life, Health, Property and Casualty

  

  

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Stanley came to the U.S. with no English at the age of 13. After years of studying both English and Finance, he worked as a Financial Professional for 2.5 years and soon got promoted as a Manager of New York Life greater Oregon general office, a Fortune 500 firm; and won numerous company and industry awards. With professional sales, recruiting, marketing, management and planning experiences; Stanley founded following companies:

  • Chen & Associates Insurance Services, LLC in 2017 providing insurance services to state of Oregon and Washington. The vision of this company is to manage and protect client's important assets and dreams. 

  • Chen & Associates Wealth Management, LLC in 2018 providing financial planning and investment advisory services to clients in OR, WA, CA, and NY. Stanley spends majority  of his time with this firm because he strongly believes in building relationship through trust and knowledge to provide service and advice focused on client's best interest is the way to grow both client's business and his own. 

 

 

Stanley is an entrepreneur, he is always thinking about new business ideas and sharing it with his clients. Since 2012, Stanley has been working with hundreds of individuals, families, and business.  

Q&A with Stanley

Why do you choose financial planning as a career?

I love meeting new people and learning new things, being a financial planner allows me to learn more about other successful people and business, and I love listening to their stories. I am blessed to be in the Financial Services industry, and I love it! Being in this industry allows me to focused on putting my passions and skills to good use by educating the community on the importance of saving, protecting, investing, and giving.

 

Why did you start all these companies, and how many companies are you planning on having? 

I have always been wanting to be a Financial Planner when I was young, and had the desire to learn about investing. I have always been fascinated by the stock market and wanting to learn more. Along the way, I grew my network and things just kind of happens from there. I honesty have no idea how many companies I would like to have, but one thing for certain is that I will never stop.    

What gets you out of bed in the morning? 

Knowing there are so many things to do at work, and desire to help others. Best part is: everyday is new day and full of challenges and excitement. No two days are alike, how cool is that?

What do you do outside of work?

I got two daughters at home, so whenever I'm not working I would spend most of my time with them. When they get tired of me, I enjoy: good wine, good foods, travel, and golf.


 

 

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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


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CRN202204-263392

 

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