Five Star award winner Chris Chen, CFP®

PROFESSIONAL PROFILE

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Chris Chen, CFP^®

Insight Financial Strategists

29 Crafts Street Suite 500

Newton, MA 01773

Office: 781-489-3994

chris.chen@insightfinancialstrategists.com
insightfinancialstrategists.com

Professional Approach

Chris Chen is a Boston-area, fee-only financial planner serving clients across the entire region and country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary and independent financial advisor, Chris Chen is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Chris Chen, CFP®, helps guide successful individuals and families with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. He is especially adept at successfully navigating clients through life transitions that are often challenging, such as retirement income planning, expatriation, and divorce financial planning.

As a CFP® professional, Chris works with his clients' legal and tax advisers to build cost-effective and tax-efficient strategies to help clients achieve their long-term financial goals with wealth preservation, asset growth, and legacy planning.

Chris earned his bachelor’s degree in Economics and International Relations from the University of Rochester and his MBA in Finance from the McCombs School of Business at the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Divorce Financial Analyst®, and a trained Mediator, having completed mediation training in accordance with M.G.L. Chapter 233, Section 23C.

Chris was recognized by Investopedia as one of the 100 Most Influential Advisors of 2018 and 2019. He has been widely quoted in The Boston Globe, The New York Times, Forbes, CNBC, The Wall Street Journal, Marketwatch, Investment News and Bloomberg. He has also been published in the The Boston Globe, Kiplinger, and Investopedia.

See Accomplishments

This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,421 Boston-area wealth managers were considered for the award; 580 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.