Mr. Kaiyuan Chen
Before joining Auri Elan Financial Group, Mr. Kaiyuan Chen had worked at JP Morgan Chase and Morgan Stanley for more than 6 years.
Mr. Chen is a full service independent financial advisor specializes in qualified business retirement plans: 1. Individual 401ks and DB plans for self-employed. 2. Fiduciary 401k service to help businesses provide employee benefits with prudent process and reasonable cost. 3. Cash Balance Pension Plans to attract key employees and maximize retirement savings. 4. ESOPs for business succession planning.
With over 10 years of real-world business and financial services experience. Mr. Chen is dedicated to helping successful business owners and professionals plan for the retirement they envision. He believes that everyone is unique, and their wealth planning strategies should be customized to their specific needs, goals and priorities.
An analytical person by nature, Mr. Chen understands the importance of taking emotion out of the investment process and is constantly adding to the body of knowledge he puts to the benefit of his clients. Mr. Chen earned M.S. degrees in both Management Engineering and Financial Engineering. He also holds Chartered Retirement Plans Specialist and Qualified Plan Financial Consultant (Certified Plan Fiduciary Advisor) designations, reflecting his mastery of retirement plan design, installation, maintenance and administration.
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