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

Since 2009, Annie Chen, CEPA®, LUTCF, FSCP®, RICP®, BFA, crafts 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.

Driven by her mother’s early encouragement and witnessing the transformative power of financial planning, Annie is committed to making a difference in the lives of her clients. When not designing financial solutions for her clients, you’ll find Annie cherishing family time with her two loving daughters. She enjoys traveling, reading books, listening to music and exploring the world of fine cuisine.

Annie holds her Life and Health licenses, and Series 6, Series 7, Series 63, Series 65 securities registrations in addition to the CEPA® certification. Over the years, she has earned firm recognitions such as Leaders Conference* and is a Million Dollar Round Table member. She provides financial planning, as well as risk management, investment, education, tax mitigation, retirement, estate planning, and business owner services.

* Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are registered representatives of MML Investors Services, LLC., a MassMutual subsidiary.

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ. Check the background of this registered representative on FINRA’s BrokerCheck  

CA Insurance Lic. #0151275

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