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We will be closed Monday, February 19th for President’s day. We will open again on Tuesday, February 20th.

Jimmy Chien

Financial Coach

Jimmy Chien’s parents were immigrants to the U.S. so he is aware of the challenges and struggles immigrants face daily. Because of his parents’ immigrant background, saving and budgeting were habits he grew up with. His interest in personal finance and investing started in college and he has successfully invested in the stock market for the past decade.

In his previous role, Jimmy successfully coached clients from around the world on how to manage their portfolio risk, develop plans to achieve their financial goals and stay level-headed during turbulent times in the stock market. Jimmy is also a certified homebuyer advisor and helps clients no matter where they are in the home-buying process.