What is Cpfa Charles Chen email address?

Cpfa Charles Chen's primary email address is ************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cpfa Charles Chen work for?

Cpfa Charles Chen is a Senior Financial Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cpfa Charles Chen graduated from?

Cpfa Charles Chen holds a degree in from california state university system.

How can I directly contact Cpfa Charles Chen?

To contact Cpfa Charles Chen directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Cpfa Charles Chen?

Charles Chen is a seasoned financial professional with over two decades of experience at Merrill Lynch Wealth Management, where he currently holds the position of Senior Vice President and Senior Financial Advisor. His expertise lies in customized investment strategies, estate planning, and portfolio management, making him a trusted advisor for corporate retirement plans and executive stock services. Charles has a strong educational background with a Bachelor's Degree in Finance from California State University, Fullerton. He has also made significant contributions to the training of new Financial Advisors in his region. Beyond his professional life, Charles enjoys outdoor activities like mountain biking and snowboarding, and he is actively involved as a dance dad for his two daughters. His commitment to a consistent financial strategy aligns with his clients' risk tolerance, showcasing his dedication to personalized financial advice. Charles has been recognized in Forbes for his contributions to wealth management, further solidifying his reputation in the industry.