Life stage financial planning in San Mateo, California

Chen Financial Group, LLC, located at 1600 West Hillsdale Boulevard in San Mateo, California, is a finance institution offering fee-based customized comprehensive financial planning services. Led by Curtis S. Chen, CFP®, the team at Chen Financial Group believes in a comprehensive approach to financial planning, covering investments, retirement and college planning, business planning, estate planning, insurance, tax planning, and cash flow analysis. Clients can expect high-quality, ongoing objective advice and thorough analysis to help them navigate all stages of their financial life. To schedule a complementary introductory meeting, please contact (650) 631-0600. Securities and advisory services are offered through LPL Financial, a registered investment advisor, while financial planning services are offered through Chen Financial Group, LLC. The registered representatives associated with this site are licensed to conduct securities business in California, Idaho, Massachusetts, Nevada, New York, Ohio, Oregon, Pennsylvania, and Texas. For more information, please visit the website or contact [email protected].

FedAdvantage is a finance and insurance agency located at 730 Polhemus Road in San Mateo, California, United States. We specialize in providing insurance solutions for Federal Employees, offering consulting services to ensure peace of mind protection for you and your family. Our goal is to help you plan for tomorrow, whether it's protecting your income, family, or future from unexpected events. Our institution offers over 20 educational seminars and webinars to educate federal employees on their benefits, financial, and retirement matters. We are knowledgeable and up to date on federal benefits, providing comprehensive and objective information to help employees build a secure tomorrow.