Bruce Chen is a CERTIFIED FINANCIAL PLANNER™ professional with multiple investment licenses in different industries. Specialize to work with HNW foreign nationals and entrepreneurs. Utilize my strong mathematic and engineering background to analyze the pros and cons of different types investment and implement custom financial plan for clients.

Bruce Chen Chen
Financial Advisor
Independent Financial Group LLC
United States, California, Diamond Bar
About Me
Profile Information
Financial Advisor
Independent Financial Group LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Diamond Bar
California
United States
Oct 11, 2025
More profiles to browse
Travis Hicks
Vice President of Alternative Investments
Michael Digaetano
Registered Representative and Managing Director
Philip Johnson
Financial Advisor
SH
Scott Heising
Founder, President & Chief Executive Officer
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation