Eric C. Chen

Background

About Eric C. Chen

As an experienced & well-versed financial professional/personal finance subject matter expert, I specialize in collaborating & strategizing with high net-worth individuals & families on how to strengthen their financial position, optimize their financial organization & maintain + improve their plan's trajectory by means of holistic wealth management. This is accomplished through comprehensive financial planning, sophisticated portfolio management, leveraging investment management solutions, & providing ongoing monitoring, maintenance, & rebalancing after initial implementation. As an extremely meticulous & detail-oriented person by nature, my tenured process evaluates the five core pillars of holistic wealth management - tax minimization/tax planning, estate planning, retirement/financial planning, insurance/risk management planning, & investment management. My ongoing mission is to educate, inform, & mentor while providing transparent, direct, jargon-free guidance & advice in a responsible, fiduciary capacity. I will ALWAYS put my clients & their best interests first. As a Vice President, Wealth Planner at Fidelity, I specialize in working with $4 million net worth+, Fidelity Wealth Management clients & currently manage 180 households with $835 million in assets under administration and $443 million in assets under management. As for my educational background - I obtained my Bachelor of Science in Business Management from the Daniels School of Business at Purdue University, & hold concentrations in OBHR & Marketing, as well as a minor in English. I completed my Master of Business Administration (MBA), Summa Cum Laude, in Finance with a concentration in Financial Planning from the School of Management at California Lutheran University. I am both Series 7 & 66 licensed through FINRA, have my Washington State insurance producer license for life, LTC, annuities, & property/casualty insurance, am a CERTIFIED FINANCIAL PLANNER™ & a Chartered Financial Consultant®. Outside of work & personal development, I am actively involved in many non-profits & charitable organizations. I continue to support: The World Wildlife Fund, The Seattle Animal Shelter Foundation, The Crohn’s & Colitis Foundation, and the Leukemia & Lymphoma Society (LLS). I am a member of the Financial Planning Association's (FPA) Puget Sound Chapter & perform pro bono financial planning to underserved communities. I volunteer with my alma mater, Purdue University, to mentor & mock interview current finance students who are getting ready to enter the workforce.