Broker Check


Kelvin L. Chen, CFP©



Kelvin L. Chen, CFP© has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1987 and a Life Insurance Counselor since 1984. He has years of experience providing financial planning advice for his clients during that time.

Kelvin's professional practice focuses on personal financial planning with an emphasis on investment management and retirement planning for his clientele of successful individuals who want to increase their net worth and provide for themselves and their families. His work philosophy comes from his love of music and the realization that one must be committed to excellence to consistently produce positive results.

Kelvin, with his degree from Michigan State University, has long been involved in the complicated and technical arena of financial planning. This experience has enabled him to evaluate each client's needs and formulate personalized strategies to help them achieve their financial objectives. To share his knowledge with others, Kelvin has conducted seminars on retirement and financial planning for clients, the public and for financial planning professionals.

Kelvin is a Registered Representative of Cambridge Investment Research, Inc., and is an independent Life and Health insurance agent. He is a member of the Financial Planning Association where he was a past board member of the local chapter. In the community, and he is a member of the Kiwanis Club of Colonial Plymouth (Past President). He enjoys music and plays trumpet with local community big bands.