Peter P. Chen

Directeur Général chez WESPAC Advisors SoCal LLC

Profil

Mr. Peter P.
Chen is a Managing Principal & Wealth Advisor at WESPAC Advisors SoCal LLC.
He is also the founder of the firm.
He is responsible for the firm’s strategy and business development.
Additionally, he focuses on delivering customized, comprehensive wealth management solutions while managing client relationships.
Mr. Chen began his career in the financial services industry as an investment specialist with Charles Schwab in 1997.
He then became an investment consultant at Washington Mutual before holding the position of Vice President/Portfolio Manager at Van Deventer & Hoch.
Prior to co-founding Stonemark he was a Vice President at Tower Asset Management where he developed his client-first approach to wealth management and retirement planning.
He was graduated from San Diego State University with a Bachelor of Arts degree in International Business He holds Securities Licenses: 7, 63, 65 and a California Life & Health Insurance Producers license.

Postes actifs de Peter P. Chen

Sociétés	Poste	Début
WESPAC Advisors SoCal LLC	Directeur Général	01/01/2012

Anciens postes connus de Peter P. Chen

Sociétés	Poste	Fin
Tower Asset Management LLC	Corporate Officer/Principal	-

Formation de Peter P. Chen

San Diego State University

Undergraduate Degree