Catherine Rose Chen

Wealth Management, Financial Advisor, Senior Portfolio Manager, Certified Portfolio Manager

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MY MISSION STATEMENT

Experienced portfolio management and wealth planning services to help you meet your life goals

Catherine Rose Chen, CFA®, CFT®

Wealth Management, Financial Advisor, Senior Portfolio Manager, Certified Portfolio Manager

Contact Me

MY MISSION STATEMENT

Experienced portfolio management and wealth planning services to help you meet your life goals

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
 
 
  • REITs Investment 
  • Wealth Planning
  • Real Estate Investments
  • Alternative Investments
  • Impact Investing

3 INVESTING THEMES FOR THE NEXT BULL MARKET

Explore long-term investment opportunities to watch when the market shifts from bear to bull.

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
 
 
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities

ARE YOU PREPARED FOR RETIRED LIFE?

Yor retirement has the potential to be the most fulfilling period of your life-but you need to have a plan for your time as well as your finance.

Family

Creating customized financial strategies for the challenges that today’s families face.
 
 
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services

529 PLANS: A POWEFUL TOOL TO SAVE FOR EDUCATION

Though education cost continue to climb, starting to save early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
 
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans

PLANNING FOR LIFE AFTER SELLING A BUSINESS

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Testimonials

What People Say About Us

Elle Wong
Elle WongBusiness Woman
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Working with Mrs Chen has been a game-changer for my investments in REITs and stocks. Her expertise and strategic advice have significantly boosted my portfolio's performance. Catherine's personalized approach and in-depth knowledge make her an exceptional financial advisor. I highly recommend her services to anyone looking to enhance their investment returns.
Ben Woods
Ben WoodsVenture Capitalist
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Catherine Rose Chen has been instrumental in growing my REITs and stock investments. Her expert guidance and strategic insights have consistently delivered impressive returns. Catherine’s dedication and personalized approach make her an outstanding financial advisor. I highly recommend her for anyone seeking to optimize their investment portfolio.
Wisen Chu
Wisen ChuBusiness Woman
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I am incredibly proud of Catherine Rose Chen and the outstanding results she has achieved with my REITs and stock investments. Her expert guidance and strategic insights have consistently delivered impressive returns. Catherine’s dedication, knowledge, and personalized approach make her an exceptional financial advisor. I highly recommend her to anyone looking to enhance their investment portfolio.
James Maxwell
James MaxwellBusiness Man
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I couldn't be prouder of Catherine Rose Chen for the remarkable work she's done with my REITs and stock investments. Her expertise and strategic acumen have yielded outstanding returns. Catherine’s commitment, deep knowledge, and personalized service set her apart as a top-tier financial advisor. I wholeheartedly recommend her to anyone aiming to maximize their investment potential.

Ready to start a conversation? Contact Catherine Rose Chen today.

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