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Stanley Chen

Financial Planner

CFP®

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Group Benefits, Estate Planning, College Funding Strategies, Business Owners, Retirement Strategies, Business Succession Planning, Charitable Giving, Financial Education, Risk Management Strategies

English, Chinese-Mandarin

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Advisory services Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

Coverpath - Get a quote for term life insurance

CRN202207-267436

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MassMutual Oregon

5885 Meadows Rd Suite 850 Lake Oswego, OR 97035
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Office Hours

MassMutual Oregon Office