Stephen Chen

Stephen Chen is the Founder and CEO of NewRetirement. Stephen has over 25 years of experience in the financial services industry, including stints at SEC Ventures, Charles Schwab, and Embark Corporation. Stephen is an expert in building full stack teams and projects from scratch and has a deep understanding of performance marketing and consumer internet. Their clients have included Dimensional Fund Advisors, Integrated Finance Limited, Trinsum, and Liazon (Willis Towers Watson).

Stephen Chen has a Bachelor of Science in Systems Engineering from Boston University and is certified by the FINRA (Financial Industry Regulatory Authority) in Series 65. Stephen attended high school in the Boston area.

Michelle Dash - Director of Consumer Product & Services, Matt Park - Business Development Director, and Rachel Diesel - Design Director report to Stephen Chen.