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
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.
