Insight Financial Strategists LLC

Jun 2025

Working with Chris has brought clarity and focus to planning my financial future and my daughter's future. He has an amazing ability to explain complex financial concepts in simple, understandable terms.
What really impressed me was how he first focused on my personal goals, then built a strategy around what I actually want my life to look like. No cookie-cutter approaches - everything was tailored specifically for me. Now I have a clear action plan, and this gives me clarity and focus in making long-term financial decisions.
Chris is genuinely invested in his clients' success. He's patient, explains things clearly, and never makes you feel rushed. I wish I had...read full review

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