Linda Chen

Credentials:
  • CFP®
  • CPA*
  • MBA

Focus: Insurance Strategies, Investment Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

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MassMutual Greater Pacific - Costa Mesa

Satellite Office

650 Town Center Dr. Suite 1650
Costa Mesa, CA 92626

CRN201912-180567