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Stanley Chen, CFP®

Founder and Financial Advisor

CERTIFIED FINANCIAL PLANNER™

Investment Adviser Representative

Securities Registrations: Series 7,6,63,66

Insurance Licenses: Life, Health, Property and Casualty

  

  

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Stanley Chen – Entrepreneur, Financial Expert, and Business Leader

 

Stanley Chen’s journey is a testament to resilience, ambition, and a relentless pursuit of excellence. Arriving in the United States at the age of 13 without knowing a word of English, Stanley overcame immense challenges to master both the language and the principles of finance. His dedication led him to a successful career in the financial services industry, where he worked as a Financial Professional for 2.5 years before being promoted to Manager of New York Life’s Greater Oregon General Office, a Fortune 500 firm. During his tenure, Stanley earned numerous company and industry accolades, demonstrating his exceptional skill in sales, recruiting, marketing, management, and financial planning.
 

In 2017, Stanley embarked on an entrepreneurial path, founding several companies under the Chen & Associates brand, each reflecting his diverse expertise and visionary leadership:

  • Chen & Associates Insurance Services (2017): Offering comprehensive insurance services across Oregon, Washington, California, Connecticut, and New York, this company focuses on managing and protecting clients' vital assets and dreams.

  • Chen & Associates Enterprise (2017): Investing in the restaurant and food-related industries to support innovative business ventures.

  • Chen & Associates Wealth Management (2018): Specializing in financial planning and investment advisory services in Oregon, Washington, California, and New York. Stanley dedicates the majority of his time to this firm, believing that trust and knowledge are the cornerstones of building lasting client relationships and driving mutual growth.

  • Chen & Associates Properties (2020): Focused on commercial real estate investments.

  • Chen & Associates Mortgage Teams (2020): Providing mortgage services tailored to clients’ needs.

  • Chen & Associates Group (2021): Delivering marketing and business consulting services to support entrepreneurs and organizations in achieving their goals.

 

Since 2012, Stanley has worked with hundreds of individuals, families, and businesses, helping them navigate financial complexities and achieve their aspirations. As a dynamic entrepreneur, Stanley is always generating and sharing innovative business ideas with his clients, fostering a collaborative environment that benefits everyone involved.
Through his multifaceted ventures, Stanley continues to empower others while building a legacy of trust, innovation, and exceptional service.

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