Shally Chen
Financial Services Professional or Registered Representative at NYLIFE Securities LLC. | Milpitas, California, United States
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Shally Chen is a dedicated Financial Services Professional and Registered Representative at NYLIFE Securities LLC, where she leverages her extensive expertise to help clients achieve their financial goals through personalized planning and strategic investment solutions. In her current role, Shally specializes in providing comprehensive financial analysis, focusing on areas such as retirement income planning, college funding, and managing costs for extended care. Her deep understanding of securities products and insurance strategies allows her to craft tailored solutions that address both short-term needs and long-term financial security.
At NYLIFE Securities LLC, a reputable firm affiliated with New York Life Insurance Company, Shally is committed to building trust and fostering lasting relationships with her clients. She actively collaborates with individuals and families to analyze their unique financial situations, identify potential gaps, and recommend appropriate investment and insurance products. Her expertise in calculating retirement income needs and planning for unexpected medical expenses ensures clients are well-prepared for life's uncertainties.
Shally’s key projects often involve developing lifetime income strategies that provide peace of mind and financial stability, especially during retirement. Her skills in financial analysis and her ability to communicate complex concepts clearly make her a valuable partner in navigating the complexities of the financial landscape. Whether helping clients plan for college funding or manage costs for extended care, Shally’s proactive approach and industry knowledge position her as a trusted advisor dedicated to securing her clients’ financial futures.
Financial Services Professional or Registered Representative at NYLIFE Securities LLC. in January 2015 to Present
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B.A. degree in Business Administration from Truman University.
Professional Designation: Life Underwriting Training Council Fellowship
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Building Trust
Finance
Financial Analysis
Calculate retirement income needs & solutions for unexpected medical expenses.
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What is Shally Chen email address?
Email Shally Chen at [email protected]. This email is the most updated Shally Chen's email found in 2026.
How to contact Shally Chen?
To contact Shally Chen send an email to [email protected]. (updated on May 09, 2025)
What company does Shally Chen work for?
Shally Chen works for NYLIFE Securities LLC.
What is Shally Chen's role at NYLIFE Securities LLC.?
Shally Chen is Financial Services Professional or Registered Representative
What is Shally Chen's Phone Number?
Shally Chen's phone (213) ***-*588
What industry does Shally Chen work in?
Shally Chen works in the Financial Services industry.
Shally Chen Email Addresses
Shally Chen Phone Numbers
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