Kathy Chen is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.Kathy has over 30 years of extensive experience in the industry. Her focus for the last 20 years has been on individual and family wealth management. Prior to joining Merrill in 2006, Kathy worked many years with a wealth management group for a prominent Minnesota family.Kathy received her MS in Finance from the University of Strathclyde School of Business (U.K.) in 1991. She is a member of the Financial Planning Association (FPA) and is fluent in Mandarin.Kathy and her team provides clients with portfolio management, ongoing investment guidance, retirement planning, exploring family & business issues regarding wealth transfer, design estate strategies, shaping their philanthropy, implementing and reviewing financial recommendations.Kathy's team is committed to MANAGE WEALTH WITH INTEGRITY.I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
