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J L Chen

J L Chen

Manager

Washington, Bellevue, United States

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J L Chen

Summary

J L Chen is a Chartered Financial Consultant based in Bellevue, Washington, specializing in comprehensive financial planning services. With a focus on wealth accumulation, tax-advantaged education funding, and retirement strategies, he caters to individuals across various income brackets and financial stages. J also assists business owners in creating succession plans and exit strategies to ensure their financial independence. His expertise extends to asset protection and wealth preservation planning, making him a valuable resource for clients seeking to secure their financial futures. As part of the Advanced Planning Group, he collaborates with a team of professionals in law, accounting, and insurance to deliver tailored solutions. Fluent in Chinese, J brings a unique perspective to his practice, enhancing his ability to serve a diverse clientele.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

J L Chen

Work Experience

💼

Manager at

Time Bright China

July 2001 - September 2007

💼

Founder at

Golden Cradle Educare

February 2008 - July 2012

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Financial Services Professional at

NYLIFE Securities LLC

September 2012 - Present

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Board Member at

Global Federation of Chinese Business Woman

January 2014 - Present

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Board Member at

Northwest Chinese School

March 2014 - Present

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What is J L Chen email address?

J L Chen's primary email address is *********@nwchinese.org. To view the full verified email and additional contact details, sign up for free with Muraena.

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To contact J L Chen directly, you can use the email address *********@nwchinese.org. Complete contact information is available upon registration with Muraena.

Who is J L Chen?

J L Chen is a Chartered Financial Consultant based in Bellevue, Washington, specializing in comprehensive financial planning services. With a focus on wealth accumulation, tax-advantaged education funding, and retirement strategies, he caters to individuals across various income brackets and financial stages. J also assists business owners in creating succession plans and exit strategies to ensure their financial independence. His expertise extends to asset protection and wealth preservation planning, making him a valuable resource for clients seeking to secure their financial futures. As part of the Advanced Planning Group, he collaborates with a team of professionals in law, accounting, and insurance to deliver tailored solutions. Fluent in Chinese, J brings a unique perspective to his practice, enhancing his ability to serve a diverse clientele.

J`s contact details

mail

*********@nwchinese.org

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