Financial Advisor

David Chen, CFA, CFP

Pacific Crest Financial

4.5 from 4 reviewsSan Jose, CA

About

I specialize in equity compensation, college funding, and tax-efficient investing for tech professionals and their parents. Fluent in Mandarin and Cantonese.

Services offered

• Stock option planning
• College savings
• Tax-efficient investing

Credentials & certifications

CFACFP

Areas served

Santa Clara County, CASan Mateo County, CACalifornia

Languages: English, Mandarin, Cantonese

Fee structure: Fee-only

Experience: 22 years

Client reviews

4.5 / 5

Aug 5, 2026

Solid guidance

Good communication and fair pricing. Would work with again.

— Hector M.

Jul 5, 2026

Made it easy

I was dreading this, but the whole process was smooth and friendly.

— Angela P.

Jun 5, 2026

Very knowledgeable

Great experience overall — answered all our questions and simplified a complicated situation.

— Steve L.

Jun 5, 2026

Patient and thorough

Took the time to explain every option and never rushed us. We finally feel organized.

— Janet R.

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