Jeenchen (Robert) Chen

Insurance Strategies, Investment Strategies (Reg. Reps Only), Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), College Funding Strategies, Financial Planning ® , Financial Education, Risk Management Strategies, Business Owners, Estate Planning

English, Chinese-Mandarin, German

I am committed to building long-term relationships with my clients and helping them reach their goals is my

number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom

for my clients. I am prepared to assist clients with their financial plans and help them meet their long-term

financial goals. I work closely with my clients and can also work with you. I will assist you as you:

• Define your personal financial goals

• Develop a financial strategy that can help you achieve these goals

• Suggest suitable products and solutions based on your own tolerance for risk and

MM202503-300856

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