Careers in Financial Advisement: HERBERT CHEN CPFA
|
Posted By: How May I Help You NC on September 29, 2025 SOURCED FROM CHEN WEALTH SERVICES https://www.chenwealthservices.com/ Herb has been in the financial services industry for over 30 years. Herb has a strong passion for investments, developing strong relationships, and planning for clients’ retirement. He focuses on developing strategic asset allocation, investing in individual stocks and bonds, and utilizing top managers to customize a tax efficient portfolio for each client. Moreover, Herb loves speaking to clients about the markets and working with them on their financial retirement plan. He works closely with young professionals, medical professionals, lawyers, business owner, and retirees. Prior to Chen Wealth Services, Herb held senior management positions while working closely with clients. Herb served as Senior and Lead Financial Advisor at Raymond James, Merrill Lynch, Family Office Director, Fund Manager, and Investment Manager at Huntington Bank, Managing Director of Sterling Family Office (subsidiary of National City Bank), and Senior Investment Officer of Private Client Group of National City Bank. Herb also worked in New York City for Citigroup, JP Morgan, SG Cowen, and PricewaterhouseCoopers. Herb graduated from Carnegie Mellon University, with a B.S. degree in Finance and Information Systems, and earned a M.B.A. degree in Finance, Information Systems, and Management from New York University Stern Business School. Herb has also earned his CPFA® designations. Herb is a currently on Development Board of Riverside Hospital and the Asian Festival Board. He previously served as the board of trustee member of Columbus Association for Performing Arts (CAPA). Herb enjoys golfing, the arts, and traveling and experiencing different cultures. If you enjoyed this article, Join HBCU CONNECT today for similar content and opportunities via email! |
 |
How May I Help You NC
Management, See Moss Interactive Bellarmine University class of 2021 Member Since January 2011 |
Comments
More From This Author
Latest Career Content
 |
Spending time in a GARAGE Build it Guard it Design it Man Cave itHow many different types of Garages are under construction as we read?
👷🏽♂️Architects
“ How much does an Architectural Intern make in Columbus, Ohio?
As of Feb ...more
How May I Help You NC • 236 Views • February 12th, 2026 |
 |
Unlock Your Entrepreneur Journey — NEXT GEN Info SessionDate & TimeTuesday, February 1710:00 AM PST / 12:00 PM CST / 1:00 PM ESTVirtual EventREGISTER HERE:https://events.teams.microsoft.com/event/a...Tuesday, March 1710:00 AM PST / 12:00 PM CST / 1:00 ...more
Laura Van Brackle Sims • 451 Views • February 9th, 2026 |
 |
Love a little help from my friend: Stevie WonderCurator: Sami YenigunStevie Wonder needs little introduction. His awards and achievements — 25 Grammy Awards, a place in the Rock and Roll Hall of Fame, more than 100 million records sold worldwide — ...more
How May I Help You NC • 474 Views • February 9th, 2026 |
Popular Career Content
 |
PAID, federal internships with the Federal Diversity Internship Initiative!The Washington Center Federal Diversity Internship Initiative Now is your chance to apply for paid fall internships with the Federal Diversity Internship Initiative! This is your once-in-a-lifetime op ...more
Reginald Culpepper • 41,920 Views • June 14th, 2017 |
 |
Today's Success Tip: Joachim de Posada says, Don't eat the marshmallow...yetWe were invited to the National Association of African Americans in Human Resource's reception held at the
Atlanta Marriott Marquis during the SHRM conference, and the gift/tip we walked away with w ...more
How May I Help You NC • 41,031 Views • June 29th, 2012 |
