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Didi Chen (CFA, CFP®)

Didi Chen focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Financial Psychology/Coaching
  • Investment Advice without Ongoing Management
  • Millennials
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Our planning work often focuses on immigrant professionals with growing financial complexity, particularly those in tech. Key areas include stock compensation planning (RSUs, ESPP, stock options), tax-efficient investment strategies, early retirement planning, career transitions or sabbaticals planning, education planning, insurance, and estate planning.

NAPFA Start Date

March 04, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6947 Coal Creek Parkway Southeast, #213 Newcastle, WA 98059 Phone: (425) 201-5130
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