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Caitlin Chen

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.




Bachelor of Arts, State University of New York at Buffalo

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New York III - Long Island

1130 RXR Plaza
Suite 1130
Uniondale, NY 11556

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning