Insight Financial Strategists LLC

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Chris Chen (CDFA, CFP®, MBA)

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

  • Divorce Planning
  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Chris Chen CFP® is the founder of Insight Financial Strategists. He helps guide successful individuals and families with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. He is especially adept at successfully navigating clients through life transitions that are often challenging such as retirement income planning, expatriation, and divorce financial planning.

Additional Information

As a CFP® professional, Chris works with his clients' own legal and tax advisers to build cost-effective and tax-efficient strategies to help clients achieve their long-term financial goals with wealth preservation, asset growth, and legacy planning.

Chris earned his Bachelor’s degree in Economics and International Relations from the University of Rochester and his MBA in Finance from the McCombs School of Business at the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Divorce Financial Analyst, and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C

NAPFA Start Date

July 31, 2018

Industry Start Date

January 01, 2006

Insight Financial Strategists LLC

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This Office

271 Waverley Oaks Rd Ste 102 Waltham, MA 02452-8475 Phone: (781) 489-3994