Stanley Chen

Credentials:
  • CFP®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Group Benefits, Estate Planning, College Funding Strategies, Business Owners, Retirement Strategies, Business Succession Planning, Charitable Giving, Financial Education, Risk Management Strategies

Languages: English, Chinese – Mandarin

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

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

See Stanley’s Licenses and Disclosures

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Contact Stanley

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MassMutual Oregon

Main Office

5885 Meadows Road Suite 850
Lake Oswego, OR 97035

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CRN202008-234829