A magna cum laude graduate of Virginia Tech, Chenchen earned dual diplomas in Accounting & Information Systems and Finance in 2012, where he distinguished himself by completing the university’s rigorous CFP® Certification Education Track—a program accredited by the Certified Financial Planner Board of Standards.
After joining the firm in 2013 as a client services assistant, Chenchen’s analytical skills and dedication to client success led to his promotion to Partner in 2018. Today, he has many responsibilities, specializing in research, analysis, and practice operations – all while blending technical expertise with a client-first philosophy.
Outside the office, Chenchen is devoted to his wife, Feather, and is a fitness enthusiast who believes discipline at the gym mirrors the focus he brings to his clients’ goals. Whether optimizing portfolios or perfecting his deadlift form, he thrives on turning vision into actionable results.
He is fluent in English and Mandarin.