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Our Approach

At L. Chen, we are dedicated to providing comprehensive financial services tailored to your unique goals. With a focus on investment management, retirement planning, tax strategy, and wealth advisory, our team conducts thorough portfolio analysis and risk assessments. We specialize in crafting personalized wealth growth strategies to help you achieve your financial aspirations.

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SDSU

Wealth
Management
Society

SDSU Student Union, 3rd Floor, 5500 Campanile Drive, San Diego, CA 92182

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