Curtis S Chen Cfp
Business details
- Category
- Financial Services · Financial planner
- Address
- 400 S El Camino Real #260, San Mateo, CA 94402
- Phone
- (650) 631-0600
- Website
- curtischen.com
- County
- San Mateo County
About
Whether you're planning for retirement or looking for guidance on your long-term finances, Curtis S Chen CFP offers personalized financial planning tailored to your goals. We are a financial planning practice serving individuals and families in San Mateo and across the Peninsula.
Our work centers on helping clients understand where they stand today and build a clear, practical plan for what comes next. We take the time to listen to your priorities, so the advice we give fits your circumstances rather than a one-size-fits-all template.
Our approach is thoughtful and straightforward, with the aim of giving you confidence in every financial decision.
To learn more about how we can help, visit our website.
Our work centers on helping clients understand where they stand today and build a clear, practical plan for what comes next. We take the time to listen to your priorities, so the advice we give fits your circumstances rather than a one-size-fits-all template.
Our approach is thoughtful and straightforward, with the aim of giving you confidence in every financial decision.
To learn more about how we can help, visit our website.