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Yu Chen

Infinity Financial Services Advisory

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About Yu Chen

Yu Chen is a financial advisor registered with the state of California. Yu Chen is a Certified Financial Planner. Yu Chen's professional experience includes positions at NYLIFE Securities LLC, J. Alden Associates, Inc., and Infinity Financial Services Advisory. Yu Chen has worked in the securities industry since 2013. Currently, Yu Chen works with Infinity Financial Services Advisory, where Yu Chen provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Yu Chen is currently registered with Infinity Financial Services Advisory. Infinity Financial Services Advisory is an investment advisory firm based in Oakland, CA. The firm has over 30 years of experience providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. Infinity Financial Services Advisory manages over $145 million in assets and has a strong track record of success. The firm is committed to providing its clients with personalized attention and customized investment solutions.
Infinity Financial Services Advisory

212 9TH STREET

OAKLAND, CA 94607

$145.05M

Assets Under Management

13

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yu Chen’s Registration & Firm History

CA

12/22/2022 - Present

Infinity Financial Services Advisory (South El Monte CA)

PA

02/13/2019 - 12/31/2022

J. ALDEN ASSOCIATES, INC. (WAYNE PA)

CA

03/08/2013 - 02/12/2019

NYLIFE SECURITIES LLC (MONTEREY PARK CA)

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Licenses & Designations

BOTH

Issued 01/05/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/07/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Yu Chen. Review regulatory record here.
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