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    Linda Chen

    CFP®, CPA*, MBA


    Check the background of this investment professional on FINRA's BrokerCheck

    About Linda

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Linda Chen CFP®, CPA, MBA is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 10960 Wilshire Boulevard, Suite 2100, Los Angeles, CA 90024-3702, Tel: (310) 689-3300

    *Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: California

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    California

    I am licensed to sell Securities Products in the following jurisdictions:
    California

    Linda Chen CFP®, CPA, MBA, Irvine, CA, CA Insurance Lic.# 0G02758

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