Annie Ju-yin Chen
Investment adviser representative at Pure Financial Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Pure Financial Advisors, LLCFeb 2020 to now
- Falcon Wealth PlanningMar 2019 to Nov 2019
- Westmount Asset ManagementOct 2011 to Jan 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6546210
- Firm CRD
- 144316