Chris Chen, CFP®
Chris Chen is a Boston-area, fee-only financial planner serving clients across the entire region and country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary and independent financial advisor, Chris Chen is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris Chen, CFP®, helps guide successful individuals and families with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. He is especially adept at successfully navigating clients through life transitions that are often challenging, such as retirement income planning, expatriation, and divorce financial planning.
As a CFP® professional, Chris works with his clients' legal and tax advisers to build cost-effective and tax-efficient strategies to help clients achieve their long-term financial goals with wealth preservation, asset growth, and legacy planning.
Chris earned his bachelor’s degree in Economics and International Relations from the University of Rochester and his MBA in Finance from the McCombs School of Business at the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Divorce Financial Analyst®, and a trained Mediator, having completed mediation training in accordance with M.G.L. Chapter 233, Section 23C.
Chris was recognized by Investopedia as one of the 100 Most Influential Advisors of 2018 and 2019. He has been widely quoted in The Boston Globe, The New York Times, Forbes, CNBC, The Wall Street Journal, Marketwatch, Investment News and Bloomberg. He has also been published in the The Boston Globe, Kiplinger, and Investopedia.