Herb Chen, CPFA®
Providing customized services for discerning clients
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Providing customized services for discerning clients
Areas of Focus
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Herb Chen, CPFA®
Hi, I'm Herb Chen. I have been in the financial services industry for over 30 years.I’m deeply passionate about investing, building strong relationships, and helping clients plan for retirement with clarity and confidence. My focus is on developing strategic asset allocation strategies, investing in individual stocks and bonds, and leveraging top-tier managers to create customized, tax-efficient portfolios tailored to each client’s needs. I truly enjoy discussing the markets and working side by side with clients to design and refine their retirement plans.
I work closely with young professionals, medical professionals, attorneys, business owners, and retirees.
Before founding Chen Wealth Services, I held senior leadership roles while maintaining a strong focus on client relationships. I served as Senior and Lead Financial Advisor at Raymond James and Merrill Lynch, as well as Family Office Director, Fund Manager, and Investment Manager at Huntington Bank. I was Managing Director of Sterling Family Office, a subsidiary of National City Bank, and Senior Investment Officer for the Private Client Group at National City Bank. Earlier in my career, I worked in New York City with Citigroup, JP Morgan, SG Cowen, and PricewaterhouseCoopers.
I earned my B.S. in Finance and Information Systems from Carnegie Mellon University and my MBA in Finance, Information Systems, and Management from NYU Stern School of Business. I also hold the CPFA® designation.
I currently serve on the Development Board of Riverside Hospital and the Asian Festival Board, and I previously served as a trustee for the Columbus Association for the Performing Arts (CAPA).
Outside of work, I enjoy golfing, the arts, traveling, and experiencing different cultures.
Professional Designations
- Certified Plan Fiduciary Advisor (CPFA)
Primary Location
175 1st Street S, Unit 406, St. Petersburg, FL 33701
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We’ll start by answering any questions you may have about our services or your situation. I look forward to speaking with you.Offers Investment Management
Yes
About Chen Wealth Services
At Chen Wealth Services, we are an independent, full-service financial advisory practice focused on providing thoughtful portfolio management and personalized financial planning. We believe in tax-conscious investing and take the time to consult with you before recommending hand-selected strategies designed to help you pursue your financial goals. Our fiduciary commitment means we always put your best interests first.Our priority is understanding your unique circumstances and creating a distinctive financial plan that provides a roadmap for your financial journey.
Our services are comprehensive and tailored to meet you wherever you are in life. Whether you’re focused on retirement readiness, planning for education expenses, managing wealth for your family, or addressing business-related financial goals, we work with you to develop strategies that support your objectives and adapt as your life evolves.
We offer an array of investment planning and financial guidance services, including customized investment strategies, portfolio management, retirement planning, fiduciary corporate retirement plan consulting, estate and legacy considerations, and more, all designed to serve your long-term financial success.
Our advice is grounded in careful analysis and a client-centered process. We listen first, assess your goals and risk tolerance, craft tailored recommendations, and stay actively engaged to help ensure your plan remains aligned with your evolving needs.
We serve a diverse group of clients, from individuals and families to business owners and healthcare professionals, recognizing that each client has distinct goals and challenges. We’re committed to providing personal financial guidance and support that helps you pursue clarity, confidence, and peace of mind with your financial future.
Our mission is to partner with you through every stage of life, helping you preserve and manage your wealth, plan for retirement, and confidently pursue the financial future you envision.
Education
NYU Stern School of Business, MBA, Finance, Information Systems, Management | Carnegie Mellon University, BS, Finance and Information Systems
Hobbies and Interests
- Family
- Golf
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
FAQs
FAQ Disclosures
Services are provided under the name Chen Wealth Services, an operating name used by some investment adviser representatives (IARs) of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Chen Wealth Services represent the individual’s role with Chen Wealth Services, and not their role with OneSeven. Please visit our website www.WeAreOneSeven.com for important disclosures.