Stanley Chen
Founder, Financial Planner at Chen & Associates Wealth Management | Portland, Oregon Metropolitan Area
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Founder at Chen & Associates Enterprise in August 2017 to Present
Founder, Insurance Broker at Chen & Associates Insurance Services in May 2017 to Present
Founder, Financial Planner at Chen & Associates Wealth Management in September 2018 to Present
Partner at New York Life & NYLIFE Securities LLC in December 2014 to May 2017
Financial Services Professional at NYLIFE Securities LLC in August 2012 to December 2014
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The American College of Financial Services, Financial Planning and Services, January 2017 to January 2019
University of Portland, BBA
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Insurance
Leadership
Investments
Management
Fixed Annuities
Retirement Planning
Marketing
Estate Planning
Analysis
Small Business
IRAs
Recruiting
Training & Development
Talent Acquisition
Interviews
Hiring
Career Development
Mentoring
401(k) Rollovers
Risk Management
Education Funding
Annuity Sales
Licensed in Long-Term Care Insurance
Asset Protection
Multi-Generational Wealth Transfer
Gifting Strategies
Wealth Preservation Planning
Public Speaking
Microsoft Office
Customer Service
Sales
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What company does Stanley Chen work for?
Stanley Chen works for Chen & Associates Wealth Management
What is Stanley Chen's role at Chen & Associates Wealth Management?
Stanley Chen is Founder, Financial Planner
What is Stanley Chen's personal email address?
Stanley Chen's personal email address is st****[email protected]
What is Stanley Chen's business email address?
Stanley Chen's business email address is stanley.chen@***.***
What is Stanley Chen's Phone Number?
Stanley Chen's phone (503) ***-*137
Stanley Chen Email Addresses
Stanley Chen Phone Numbers
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