Chen Financial Group, LLC

Overview

Chen Financial Group, LLC is an independent, California-registered advisory firm structured as an LLC and controlled by an individual owner. The firm serves both individuals and families as well as institutional clients. Its advisory offering centers on financial planning and the selection of other advisers, and it also provides pension consulting and educational seminars or workshops. Fee arrangements reported include hourly charges and fixed fees, indicating a planning- and advice-focused revenue model rather than asset-based billing. The firm reports acting as a capital allocator, suggesting it places client capital with third-party managers or other external solutions. It does not position itself as an ESG-focused investor and appears to operate only within its state registration.

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Location & Offices