Kinnie Chen is a Financial Planner at Tax &Financial Group. As part of the Financial Planning Team, she supports Tax & Financial Group’s financial advisors in the preparation of financial plans and other specialized analyses and reports for our clients. Kinnie also works directly with clients to gather and update information, help clients understand their financial circumstances, and establish financial strategies with financial advisors to assist clients to reach their financial goals and objectives.
Prior to her current role at Tax & Financial Group, Kinnie was a Senior Accountant in the manufacturing retail industries. In these roles, Kinnie was integrally involved with managing a broad range of tax, accounting and financial issues including budgeting and variance analysis, financial reporting, tax reporting and preparation, and the customization and implementation of business software across the enterprise. Kinnie earned her B.S. Degree in Accounting from University of Connecticut. Kinnie is a licensed CPA and a CFP® professional. Kinnie has her Series 7, Series 66 FINRA registrations, and Life, Accident and Health licenses.
