Emily Chen
CFP, CDFA · Chen Financial Planning
About Emily Chen
Emily Chen is one of the Bay Area's leading divorce financial planners, helping clients protect their assets and build a secure financial future during and after divorce. As a Certified Divorce Financial Analyst and CFP, she provides clarity during life's most challenging transitions. Emily has helped over 500 clients navigate the financial complexities of divorce.
Services Offered
Fee Structure
Fee-Only (fiduciary)
$350 per hour
Minimum assets: $200,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Divorce Financial Planning
Protect your finances during divorce with asset division analysis, QDRO expertise, and post-divorce financial planning.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Emily?
12+ Years Experience
Proven track record serving clients since 2014
2 Professional Credentials
Holds CFP, CDFA designations
83 Client Reviews
4.9/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Emily has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Emily is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Emily for over 4 years and they have consistently delivered excellent advice. Their expertise in Divorce Financial Planning has saved us thousands.
Location
San Francisco, California
Map integration available on request
Request a Free Consultation
Connect with Emily to discuss your financial goals. In-person or virtual meetings available.
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Prepare for Your Consultation
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