Chris Chen, CFP®, CDFA Insight Financial Strategists LLC

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About Chris Chen, CFP®, CDFA

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, expatriation, and divorce.

A strong life and financial plan makes other wealth decisions much easier. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals.

Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner and a Certified Divorce Financial Analyst™. He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C.

Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris is the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the Financial Planning Association, The Divorce Center, and the Massachusetts Council on Family Mediation.

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Ideal Clients

  • Cross-border Planning
  • Divorce
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly: $275/hour
  • Monthly: $200/month
  • AUM: 1%

SEC Records

States Registered

  • District of Columbia
  • Virginia

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