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Leo Chen

Financial Planning Associate at Vista Wealth Management Group, LLC

Leo Chen, CPA, CFP®, is a Certified Public Accountant with notable expertise in business and personal tax preparation, tax planning, and retirement planning. Having passed the Certified Financial Planner exam in November 2019, Leo is also a Certified Financial Planner candidate. He is recognized as the Co-founder and CFO of Texas Panic Room, a successful Texas-based live escape room enterprise boasting 8 locations and employing 35 individuals.

Highlights

Oct 24 · kitces.com
What Comes After CFP Certification? Post-CFP Designations
Leo Chen | Laidlaw Scholars Network
Jun 6 · Seeking Alpha
Liquidity Impact On The Stock Market - Seeking Alpha
Liquidity Impact On The Stock Market - Seeking Alpha
May 7 · CNBC
Rich Asian entrepreneurs under 40 - CNBC
Rich Asian entrepreneurs under 40 - CNBC
Can You Escape the Austin Panic Room? | MPA Weekly

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Leo Chen
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Location

Palo Alto, California, United States