chen-chun-junnie-chen_37881c808faa49a493b419c8ce442a2e

Chen-Chun (Junnie) Chen

Managing Director

Biography

As a Sales Manager, I have the privilege of being able to work closely with both clients and agents—the best of both worlds. I began my career in 2003 as a financial services representative before deciding to work in management in 2008, and since then, I’ve focused on striking a balance between letting my advisors do what they do best and providing them with the right support and resources.

I work with my team of experienced financial services representatives to promote communication and good relationships both within and outside the company. I oversee talent recruitment and support our current advisors; on the client side, I make sure that our customers feel secure when they work with us. My strength lies in building strong networks—whether it’s making sure our clients meet their financial goals or working with my colleagues to help them achieve their professional goals, I am always there to help.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • College Funding Strategies
  • Business Succession Planning
  • Risk Management Strategies
  • Financial Education

Languages

  • English
  • Chinese-Mandarin

CRN201909-218108

Check the background of this investment professional on FINRA's BrokerCheck