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  • OSJ@wealthplanfinancial.com

Robert M. Chen, MBA

  2. Robert M. Chen, MBA

Robert M. Chen, MBA

Financial Advisor, Cambridge Investment Research Advisors, Inc.
Mobile: (954) 608-3886
Email: RobertC@RMCWealthStrategies.com
10171 Akenside Drive Boca Raton, FL 33428

Since 2005 Robert’s goal has been to provide families and business owners with assistance in building their financial freedom. He has established and maintained the skills, knowledge and experience required to help meet his clients’ goals. His personal goal is to become a lifetime resource for each and every client.

Robert assists clients with individual planning throughout their lives to help them plan for their financial goals utilizing strategies such as Managed Accounts, Wealth Accumulation, Estate Planning, Life Insurance, Annuities, Retirement Planning and Risk Management. Robert also works closely with professionals offering Business Owner and Executive Solutions including Key Person, Informal Business Valuation, Non-Qualified Deferred Compensation.

Robert is a 1996 graduate of Florida Atlantic University with a BBA in Finance and International Business. In 2003 he achieved his MBA from Nova Southeastern University. He holds series 7, series 66 securities registrations with FINRA, and is insurance licensed.

Robert is fluent in Mandarin, Taiwanese and Cantonese. Originally from Taiwan, Robert moved to South Florida in 1982 and now lives in Boca Raton with his wife Emily and their son Eric. He enjoys playing the guitar, sports, and loves live music.

 

 

 

 

 

 

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

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