Michael Chen
Financial Advisor
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“I listen carefully to what my clients have to say ahead of helping them tailor a strategy based on their needs. Building genuine relationships and seeing my clients’ goals come to fruition will always be my priority.”
Michael is focused on helping clients with their financial planning needs, simplifying complex financial situations to help them learn, grow and succeed. He strives to create straightforward solutions for today’s complicated and fast changing financial world. His strengths are his commitment to honesty, diligence and patience. Michael has earned his QAFP™ and is currently working on obtaining his Certified Financial Planner® (CFP) designation.
Michael will work with you to develop a comprehensive LifeSpring® financial plan – a blueprint for building and maintaining a strong financial foundation. This plan will integrate all aspects of your financial planning picture: investments, retirement, estate, and insurance (services provided by BlueShore Wealth).
Learn more about the value of working with a financial advisor.
† Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Insurance services provided by BlueShore Wealth.