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Chris Chen, CFP®

Founder
Insight Financial Strategists LLC

Chris Chen CFP® CDFA is the founder of Insight Financial Strategists LLC a fee only investment advisory firm in Waltham MA. He specializes in retirement planning and divorce financial planning for professionals and business owners. Chris is a member of the Financial Planning Association and the Massachusetts Council on Family Mediation. He is on the Board of Directors of the Association of Divorce Financial Planners.

Latest Features

Building Wealth
July 2016

Is Your Portfolio Really Diversified?

Your investments should be spread across a variety of stocks and bonds and cover a range of asset managers, asset classes and geographical locations.

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Building Wealth
January 2016

Getting Divorced? Get Professional Help for Your Finances First

Consider keeping a certified divorce financial planner in your corner to help make sure you get the financial settlement that meets your needs.

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Building Wealth
November 2015

4 Year-End Financial Planning Tips

Harvest tax losses, reassess your investment and retirement strategies, and don’t forget charitable giving.

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Building Wealth
August 2015

The Importance of Professional Financial Advice in Divorce

Pensions and 401(k)s can be tricky to divide during divorce proceedings. Seek expert help.

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