Caitlin
Chen
CFP®
Here to act in your best interests
About me
I’ve been a financial planner since 1998. My mission is to help my clients make smart financial decisions and successfully maintain their financial security every step of the way.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Economics - State University of New York at Buffalo
Visit one of our Locations
New York III - Long Island
1130 RXR Plaza
Suite 1130
Uniondale, NY 11556
Working with Us
Certain services provided on an educational and guidance basis only.
