Meet The Team

Our mission is to understand your unique needs, wants, and long-term goals. If you’re a business owner, we aim to help you build value, manage your cash flow, plan for business continuity and ensure succession. Individuals and families, we’ll help you with planning for a secure financial future by developing, implementing, monitoring a strategy and ultimately saving for retirement.

We are "out of the box" thinkers, not afraid to challenge conventional wisdom in our approach to financial strategies. Our energy, commitment, and efforts are focused on you, our client, and your satisfaction.

Annie Chen, CEPA®, LUTCF, FSCP®, RICP®, BFA

Financial Advisor | Financial Planner
(201) 226-4709
anniechen@financialguide.com

Since 2009, Annie Chen, LUTCF®, has been crafting customized plans for individuals and families across risk management, investments, and more. Annie's dedication to her clients' best interests is highlighted by her personalized approach, building trust and lifelong relationships.

Whether you’re a business owner seeking strategic guidance, a family prioritizing security for loved ones, or a high-net-worth professional aiming for optimal wealth management, Annie’s expertise and empathy helps ensure you’re on the path towards achieving your goals.

I pride myself on truly getting to know each client. By understanding your unique needs and what matters most to you, whether you're a business owner or an individual/family, I can recommend strategies designed to meet your current and, more importantly, your future financial goals.

When we meet, we'll start with a comprehensive analysis of your current financial situation. I'll help you clearly identify your financial goals and concerns, illustrate what steps you're currently taking, pinpoint any potential gaps, and offer tailored solutions to help you fill them.

My goal is to empower families and business owners to build their financial freedom and live the lifestyle they desire. I aim to be a lifelong resource for each and every client, guiding you confidently through every stage of your financial journey.
- Annie Chen

Resources to Better Serve You

Through our partnership with Barnum Financial Group, AMC Legacy has access to a team of product specialists and financial planning professionals who offer deep expertise across key areas of wealth management.

Barnum serves over 280,000 clients nationwide, providing a full range of investment and risk management solutions for individuals, families, businesses, and organizations. Learn more at www.barnumfinancialgroup.com.

The Wealth Strategies Division and Product Specialists listed below are Barnum employees, not part of AMC Legacy, but made available to us through this strategic partnership.