Eric C. Chen

Eric C. Chen, MBA, CFP®, ChFC®, is a Vice President and Wealth Planner at Fidelity Investments, where they specialize in collaborating with high net-worth individuals and families to optimize their financial strategies. With a Bachelor’s degree in Business Management from Purdue University and an MBA in Finance with a concentration in Financial Planning from California Lutheran University, they have built a career in finance that includes roles at TD Ameritrade and Amica Insurance. Eric has received accolades such as inclusion in the 425 Business 40 under 40 and being recognized as a Forbes Best in State Honoree. Committed to community service, they actively support various non-profits and provide pro bono financial planning to underserved communities.