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Alex Chen

Professional Title: Financial Consultant

RNF No: ACH300571382

Million Dollar Round Table (MDRT) - 2025
AIA Awards

AIA High Net Worth Prestige Club
– Senior Prestige Wealth Manager – 2025

Alex is a dedicated financial consultant specializing in retirement and legacy planning. With a passion for helping clients secure their financial future, he works closely with business owners and high-ranking corporate executives to craft personalized strategies that ensure a comfortable and fulfilling retirement. By focusing on wealth preservation, asset growth, and legacy planning, he empowers clients to achieve their financial goals and enjoy their golden years with peace of mind.