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Caleb Chen

In his role as Wealth Advisor, Caleb focuses on guiding clients to identify their financial goals and developing personalized plans to work towards achieving them. Through open communication, Caleb empowers clients to make informed decisions aligned with their long-term aspirations, aiming to help them feel confident as they pursue their financial goals. Caleb specializes in:

  • Comprehensive Financial Planning
  • College/Education Expense Planning
  • Retirement Income Planning
  • Tax Management Strategies

Caleb is a graduate of San Diego State University, with a Bachelor’s degree in Finance and Master’s degree in Financial and Tax Planning. In addition to his extensive education background, Caleb is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) and an IRS certified Enrolled Agent (EA). He also holds the life and health insurance license (California Insurance License# 4000711).

Originally from Taiwan, Caleb is bilingual in English and Mandarin and distinctly qualified to assist those from diverse cultural backgrounds. When not at work, Caleb supports the San Diego Financial Literacy Center, a non-profit serving youth, military, and low-to-moderate income San Diegans, and is an active member of the Financial Planning Association of San Diego, as well as its NexGen subchapter. On the weekends, Caleb enjoys working out at the gym or exploring the scenic hiking trails San Diego has to offer with his wife and pup.