Caitlin

Chen

CFP®

picture of a planner

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

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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