Insight Financial Strategists LLC

Aug 2024

I have worked with Chris Chen for 5+ years. In the beginning, his financial expertise, his understanding of my complicated divorce, and his steady presence and trustworthiness were invaluable in helping me get through it.

Since then, Chris has become my financial advisor and retirement planner. His wise, sound, and timely guidance is always imbued with with respect and dry, lighthearted humor.

He has earned my deep trust, gratitude, and admiration -- as a financial advisor with decades of professional experience with confirmed competence (e.g. notable accolades from his professional community); as well as for being a deeply kind, generous, and reliable...read full review

Apr 2018

I've been so fortunate to have received financial knowledge and advice from Chris Chen many times over the last 10 years. As a retired CPA and former Managing Partner of a major office of an international accounting firm, I've had experiences with many financial experts over my 40+ years career. Chris is clearly the best at his profession.Chris is smart, practical, personable and expert. And most important, he cares about his clients. When you meet with him, you know he is providing the best advice for your planning and circumstances using his financial skills, but also employing his exceptional wisdom on issues affecting you and your family in the coming years. ...read full review

Apr 2018

As a divorce mediator I collaborate with Chris Chen and his associates in working with couples in determining their current cash flow and their cash flows even into their 90s. They determine how long parties will last and their needs for work in the future to add to retirement funds, pensions and social security.Chris and associates help couples determine whether simple child support, child support and alimony, or family support are the best choice for a family tax-wise.I highly recommend Chris Chen, Insight Financial Strategists.