Peter P. Chen
Algemeen Directeur bij WESPAC Advisors SoCal LLC
Profiel
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.
Actieve functies van Peter P. Chen
Bedrijven | Functie | Begin |
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WESPAC Advisors SoCal LLC
WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Algemeen Directeur | 01-01-2012 |
Eerdere bekende functies van Peter P. Chen
Bedrijven | Functie | Einde |
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Tower Asset Management LLC
Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Corporate Officer/Principal | - |
Opleiding van Peter P. Chen
San Diego State University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Tower Asset Management LLC
Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Finance |
WESPAC Advisors SoCal LLC
WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Finance |