Jeffrey Chen
Financial Advisor - Wealth Management at Morgan Stanley
Based in San Francisco, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
Phone
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Background
About Jeffrey Chen
I listen to people's financial dilemmas and strive to provide solutions. I collaborate with some of the best thinkers in the investment industry to help solve the newest investment questions. I flourish in helping people solve their financial problems, starting from identifying your current dilemmas; to establishing your goals; to selecting your investments; to how to distribute wealth in retirement and estate planning strategies. I know the questions to ask, and can identify the appropriate investments and tools to use to help make your financial dreams a reality. Areas of focus: Retirement Planning (401(k) and IRAs), Financial Education (Stocks, Bonds, Mutual Funds), Comprehensive Financial Planning, Portfolio Construction, College Planning, Socially Responsible Investing, Market Knowledge, and Risk Management (Insurance). Additional information is provided on my Morgan Stanley Financial Advisor website:
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