Wen Tao Chen, financial advisor Menlo Park CA
96 score

Wen Tao Chen

CRD Number: 5628567
Current Firm: Bordeaux Wealth Advisors

Wen Tao Chen (CRD# 5628567) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 9 years of experience in the finance industry. Wen Tao Chen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jennifer Davis, financial advisor Menlo Park CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Similar Advisors
Shijun Liu, financial advisor Menlo Park CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Score
107
Similar Advisors
Bill Martin, financial advisor Menlo Park CA
Bill Martin
CRD# 1568084
Three Bell Capital LLC
Score
107
Professional Designations
Company Name Location Dates Years
Bordeaux Wealth Advisors LLC Menlo Park, CA Mar 2017 - Current 1
Brownson, Rehmus & Foxworth Menlo Park, CA May 2016 - Mar 2017 < 1
Brownson, Rehmus & Foxworth, Inc. Menlo Park, CA Oct 2004 - Apr 2016 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Wen Tao Chen
Phone Number: 650-289-1105
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,940
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $20,859,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.