Hui-chin Chen (CFP®)

Hui-chin Chen focuses in the
following client markets or areas of practice:

Business Owners

Entrepreneurs

ExPat and Cross Border Issues

Federal Employees

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

With my help, you will be able to pursue the life you envision while successfully:

Manage fluctuating cash flow between multiple currencies
Remain tax compliant in the US
Keep your investments efficient and flexible
Cover your unique risks
Coordinate your income, expenses, benefits, and taxes from various countries

How do I do it? As your financial GPS, I will:

Show you the big picture
Calculate the potential routes
Explain the options
Give you step-by-step instructions
Keep you on track
Push you to move forward

Here are some specific types of people that will benefit from working with me:

Americans working overseas
Green card or work visa holders
Couples with different nationalities
US government employees posted overseas
International Educators
Executives for international organizations or multinational corporations
Location independent entrepreneurs
People who prefer mandarin as working language
… YOU? What is your story?

Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions.

I look forward to being that trusted partner for you!

Additional Information

Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living.

Having lived in six countries in the past 10 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing.