Meet Ying
Ying Chen
Financial Advisor
Ying provides comprehensive financial planning for professionals, families, and business owners. He focuses on helping clients define their long-term goals and design personalized strategies to achieve them, including retirement planning, investment management, and wealth protection.
As a Financial Advisor, Ying’s mission is to empower clients to make informed financial decisions with clarity and confidence. Through his holistic approach, Ying oversees each client’s financial world, helping them balance today’s needs with tomorrow’s aspirations while providing peace of mind through every stage of life.
Education & Credentials
Ying earned his Bachelor of Science in Finance and Management from Oregon State University. Shortly after graduation, he began his career in the financial services industry, where he gained extensive experience in insurance and financial planning.
Over more than a decade in the industry, Ying advanced into leadership roles, where he focused on recruiting, training, and mentoring new financial professionals. He later transitioned his focus toward providing direct advisory services to clients.
Ying has successfully completed several FINRA examinations, including the Series 6, Series 7, Series 63, and Series 66, enabling him to offer comprehensive investment and advisory services.
Community Involvement
As a proud father of two young girls, Ying volunteers at school events and activities, finding joy in spending time with children and their families. Through his involvement, Ying values building meaningful connections and contributing to the supportive environment that helps young students thrive.
Personal Life
Ying enjoys spending quality time with family and friends. He’s an avid—though admittedly not very good—golfer who enjoys every round for the laughter, camaraderie, and good times it brings. Ying also has a passion for food and loves sharing good meals with others.
Whether in his professional or personal life, Ying values integrity, growth, and relationships built on trust—principles that guide how he serves his clients and his community.
Align Your Wealth With The Life You Want.
Start your holistic plan today.
Let's Talk
10260 SW Greenburg Road, Suite 1150
Portland, Oregon 97223
Office: 503-913-7664
Text: 971-290-1550