Andrew Chen

Overview

Andrew is a Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC, specializing in delivering tailored financial planning and investment advisory services to individuals, families, and business owners. With a background in real estate and corporate finance, Andrew brings a well-rounded perspective to his advisory approach, enabling him to craft solutions that align with his clients' unique goals. Passionate about empowering clients to become responsible stewards of their wealth, he takes pride in guiding them on their financial journeys.

Before joining CLA, Andrew honed his expertise at Manchester Financial, a boutique RIA in Ventura County, where he served as a Financial Advisor for six years. His diverse career journey began as an Economic Researcher at The Panama Canal, followed by impactful roles as an Insurance Specialist at Transamerica, a Management Consultant at KPMG, and a Real Estate Analyst at BRC Advisors.

Education