Our Team – Carl Chen

Carl Chen resides in Southern California, having earned his Bachelors degree from the University of California, San Diego and Dual-Masters in Bioengineering and Mechanical Engineering from the University of California, Riverside. After years of working in research labs and medical device companies, he found that this experience does not align with his goals of helping others. Carl’s clients have found him to be empathetic, understanding, and patient as he comprehends the pain that financial hardships can bring to family’s lives. He takes a detail-oriented and analytical approach to improve other people’s situations and emotional well-being. Carl always strives to put his clients first when discussing plans revolving around wealth building and wealth protection.