Michael Chen, CFP, ChFC
Modern wealth management for tech professionals and entrepreneurs
Overview
Michael brings a modern approach to wealth management, focusing on tech-savvy professionals and entrepreneurs. He helps clients navigate complex compensation packages and early retirement strategies.
Key Details at a Glance
Services & Specialties
Ideal Client & Who I Work Best With
Tech professionals and entrepreneurs looking to optimize their wealth.
My Process / What to Expect
Discovery
Initial consultation
Analysis
Reviewing your financial situation
Plan Development
Creating a tailored financial plan
Implementation
Executing the plan
Ongoing Support
Quarterly reviews and adjustments
Credentials & Background
Education
MBA - Stanford University
Professional Background
Experienced in tech and financial management.
Personal Interests
Disclosures
All financial advisors on Sherpa are independently verified. This advisor is a registered investment advisor. Past performance does not guarantee future results. Please verify all credentials and perform your own due diligence before engaging services.
Michael Chen
Financial Advisor
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