Jun Chen

About

With over 13 years of experience in the financial services industry, Jun Chen is a seasoned wealth advisor known for providing comprehensive, client centric guidance tailored at each stage of life. As a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Plan Fiduciary Advisor™ (CPFA™), Jun brings a uniquely broad skill set to families seeking to create bespoke financial plans that require a high level of expertise. Jun specializes in holistic financial planning, investment management, retirement planning, and workplace retirement plans. His CFP® designation reflects a commitment to rigorous fiduciary standards and a deep knowledge of tax, insurance, estate, and retirement planning. With the CDFA® credential, Jun is particularly adept at helping clients navigate the complex financial aspects of divorce with clarity and strategic foresight. The CPFA™ designation enhances Jun’s expertise in helping employers manage their fiduciary responsibilities and optimize workplace retirement plan outcomes. Jun's team also consists of CPAs, and an EA to provide complex comprehensive financial strategies. Supporting his vision is also 40+ estate attorneys across the US readily available to assist clients with trusts and estate planning services to provide peace of mind and to protect what matters most. Known for a thoughtful, educational approach, Jun prioritizes building long-term relationships rooted in trust and transparency. Whether guiding a couple through the transition into retirement, advising a business on plan design, or helping an individual rebuild their financial foundation after divorce, Jun is committed to empowering clients to make informed financial decisions aligned with their current and long-term goals. Outside of the office, Jun is active in his local community. In line with his belief that financial planning should be available and accessible to everyone, Jun frequently volunteers as a pro bono CFP with Women's Resource Center to End Domestic Violence and Wings For Widows. He is also serves on the board member of Sunnyside, a non-profit focused on resources for neurodivergent individuals.

Specializations