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Eric C. Chen, MBA, CFP®, ChFC®

Eric C. Chen, MBA, CFP®, ChFC®

Director of Marketing And Business Development

Followers of Eric C. Chen, MBA, CFP®, ChFC®727 followers
location of Eric C. Chen, MBA, CFP®, ChFC®Bellevue, Washington, United States

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  • Timeline

  • About me

    Vice President, Wealth Planner at Fidelity Investments | CFA Level I Candidate | Purdue University Alum | Cal Lutheran MBA Alum | 425 Business 40 under 40 | Philanthropist

  • Education

    • Purdue University

      2007 - 2011
      Bachelor of Science (B.S.) Business Management

      Activities and Societies: Purdue Filipino Association, Undergraduate Chinese Association, Purdue Marketing Association, Society of Minority Managers Major: Business ManagementConcentration: Organizational Behavior and Human ResourcesConcentration: MarketingMinor: English

    • California Lutheran University

      2017 - 2020
      Master of Business Administration - MBA Finance, Financial Planning

  • Experience

    • Echo Karaoke

      Aug 2011 - Feb 2014
      Director of Marketing And Business Development

    • Amica Insurance

      Feb 2014 - Jul 2016
      Account Executive

    • TD Ameritrade

      Jul 2016 - Jun 2020

      • Senior Financial Consultant

        Jul 2017 - Jun 2020

      • Financial Consultant

        Aug 2016 - Jul 2017

      • Business Development Specialist

        Jul 2016 - Aug 2016

    • Fidelity Investments

      Jun 2020 - now

      • Vice President, Wealth Planner

        Feb 2022 - now

      • Financial Consultant

        Jun 2020 - Feb 2022

  • Licenses & Certifications

    • Series 66

      Financial Industry Regulatory Authority (FINRA)
      Aug 2016
      View certificate certificate

    • Insurance Producer

      Washington State Office of the Insurance Commissioner
      Mar 2021

    • Master of Business Administration

      California Lutheran University
      Dec 2020
      View certificate certificate

    • Securities Industry Essentials Examination - SIE

      FINRA
      Oct 2018
      View certificate certificate

    • Chartered Financial Consultant (ChFC)

      The American College of Financial Services
      Feb 2022
      View certificate certificate

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2019
      View certificate certificate

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Aug 2016
      View certificate certificate