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Chris W. Chen, CFA®, Financial Advisor, began his career in financial industry in 2015 and joined Merrill Lynch Wealth Management in 2017. As a Financial Advisor Chris assists clients by helping them manage their individual wealth to meet their personal goals. Chris focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.
Chris believes that every investor needs an investment philosophy. An investment philosophy is a set of beliefs and principles that guide an investor’s decision-making process. It’s a way of thinking about how the markets work and more importantly, how they don’t work. Investors needs to understand how risk works in the market, how return plays out, how to measure them and how to evaluate themselves. There’s no one single investment philosophy that will fit every investor but there will be one that fits you. Chris believes the key of being a successful investor is to first understand yourself, and he’s dedicated to help each individual to map out a way of finding the right investment philosophy that best fits his/her strengths and weakness.
Chris obtained his bachelor degree in Actuarial Science from UCLA and holds the designation of CFA® (Chartered Financial Analyst®), which is one of the most respected, globally-recognized professional credentials in finance. Chris has proven himself as a very disciplined, persistent and analytical person, and he deeply believes that he will be able to transfer these qualities when it comes to helping his clients’ financial life.
Before joining Merrill, Chris helped his family start up a plastic product manufacturing company in City of Industry, CA. Starting from scratch, Chris assisted his family in establishing the business by finding locations, applying for city permits, working with engineers for the plant design, establishing a human resources department, facilitating business conferences, and managing the accounting. This experience has allowed Chris to have hands-on experience in running a business and gain a firm understanding of how business owners handle different circumstances. Before his resignation, the company had generated over $5MM in annual gross revenue and had 35 employees on their payroll.
Chris is also an active member of ALN (Asian Leadership Network) within Bank of America. He now serves as a board member of the Leadership Development Program with ALN, helping younger employees in the firm to developing leadership skills and facilitating the connection between new members and senior managers. In his spare time, Chris enjoys listening to music and playing musical instruments.
Mandarin, English & Yue(Cantonese)
UCLA - University of California, Los Angeles
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Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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We will work to help you stay on track, regardless of what the markets are doing.