Merrill Lynch Financial Advisor Kevin Chen

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk management

About

Kevin Chen is a financial advisor based in San Jose, California, affiliated with Merrill Lynch. He specializes in providing investment advice and strategies tailored to individual life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Consultant (ChFC) and Certified Plan Fiduciary Advisor (CPFA), Kevin offers comprehensive financial planning services to help clients navigate their financial journeys. His practice focuses on serving individuals and families seeking to align their investments with their long-term objectives.

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