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Andrew Chen
Wealth Management Advisor
CA License #0G97741

2998 Douglas Blvd Suite 320, Roseville, CA 95661

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Biography

Andrew began his financial services career in 2007 with Bank of America. In 2010 Andrew left Bank of America to become a Financial Advisor at Edward Jones. While at Edward Jones, he received extensive training and met many client’s simply by knocking on the doors of their homes and introducing himself to them. After eight years at Edward Jones, Andrew joined Rubicon Advisors in 2017.

Beginning his financial services career during the 2008 Financial Crisis made a significant impact on Andrew’s investment philosophy. Andrew feels that it was important to use an established process to help clients work toward achieving their financial goals. Establishing a financial plan as the basis of that process is a strategy Andrew encourages clients to undertake with him. Andrew takes great pride in the strength of the relationships he shares with his clients.

At home, Andrew is happily married to his wife Lisa and has two daughters, Arianna (4) and Liana (2). In his free time, he enjoys golf, basketball and traveling.

Fun fact: by December of 2018, Andrew would have spent half of his life with his wife.

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