The Association of Divorce Financial Planners (ADFP) is registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150
Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.
MBA, CFP®, CDFA™
Description of Practice:
Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner who helps guide
business owners, professionals, executives and retirees 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, divorce, and business
Working independently or together with his clients' own tax and legal
advisers as well as his talented team of colleagues, Chris Chen builds
cost-effective and tax-efficient strategies to help clients achieve
their long term financial goals with wealth preservation, retirement
income planning, and legacy planning. His calming confidence and
knowledgeable guidance through complex financial transitions can help
clients gain a sense of security and reassurance for their financial
As a Certified Divorce Financial AnalystT (CDFA™), Chris helps clients
and their attorneys fully understand the financial complexities
surrounding divorce. Chris provides comprehensive analysis of the
short-term and long-term impacts of proposed divorce settlements; he
evaluates the tax implications of property division, spousal support,
child support, retirement and investment accounts and how they impact
clients and their families at divorce and well after divorce. Chris's
unique Concierge Plan for Divorce Attorneys and Mediators provides end
to end financial divorce support to mediators and attorneys.
Chris' career in financial services followed a rewarding career in
strategic business management during which he lived, worked, and grew
successful businesses in the US, Asia/ Pacific and Europe. He earned
his Bachelor's degree in Economics and his MBA in Finance. He has
completed the CFP® coursework at Boston University and executive
education programs at the Wharton School and Northwestern University.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified
Divorce Financial Analyst™.
Chris is the Director of the Greater Boston Chapter of the Association
of Divorce Financial Planners. He is also a member of the
Massachusetts Financial Planning Association, the Massachusetts
Council on Family Mediation, and the Financial Planning Association.
Insight Financial Strategists, LLC
271 Waverley Oaks Road Suite 102
Waltham MA 02452
FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification
marks owned by Certified Financial Planner Board of Standards Inc. These
marks are awarded to individuals who successfully complete CFP Board's
initial and ongoing certification requirements.