Daniel Chen- Financial Advisor Eatontown, NJ

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About Daniel Chen

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.

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General Information

Firm Start Year

1998

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BS - Psycology

Monmouth University
September 1975 -June 1979

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1864794/paladinregistry-DC-Strategies,-Integrated-Wealth-Mgt.-detailed-disclosure.html

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Paladin Research Report For:

Daniel Chen

DC Strategies, Integrated Wealth Mgt.