Chris Chen
Chris W. Chen, CFA®, CFP®, CPWA® Financial Advisor, began his career in financial industry in 2015 and joined Merrill Lynch Wealth Management in 2017. As a Financial Advisor Chris assists clients by helping them manage their individual wealth to meet their personal goals. Chris focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.
Chris believes that every investor needs an investment philosophy. An investment philosophy is a set of beliefs and principles that guide an investor’s decision-making process. It’s a way of thinking about how the markets work and more importantly, how they don’t work. Investors needs to understand how risk works in the market, how return plays out, how to measure them and how to evaluate themselves. There’s no one single investment philosophy that will fit every investor but there will be one that fits you. Chris believes the key of being a successful investor is to first understand yourself, and he’s dedicated to help each individual to map out a way of finding the right investment philosophy that best fits his/her strengths and weakness.
Chris obtained his bachelor degree in Finance &Actuarial Science from UCLA. He is a CFA® (Chartered Financial Analyst) Charterholder, a CFP®, CERTIFIED FINANCIAL PLANNER® Professional and a CPWA® (Certified Private Wealth Advisor) Professional. Chris has proven himself as a very disciplined, persistent and analytical person, and he deeply believes that he will be able to transfer these qualities when it comes to helping his clients’ financial life.
Before joining Merrill, Chris helped his family start up a plastic product manufacturing company. Starting from scratch, Chris assisted his family in establishing the business by finding location and plan design, applying permits, establishing HR, facilitating business sales, and managing the accounting. This experience has allowed Chris to have hands-on experience in running a business and gain a firm understanding of what challenges business owners face and how they handle different problems. Chris believes this experience has enabled him to think from a business owner's perspective and that helps him provide better financial advice and potential solutions for his clients and their business.
Chris is also an active member of ALN (Asian Leadership Network) within Bank of America. He now serves as a LA Region Committee Member in ALN, dedicate in promoting business integration and connecting talents and professionals to serve the San Gabriel Valley Community. In his spare time, Chris enjoys golfing, reading and listening to music.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
