Investment & Planning

Annie Chen, CFP®

Annie Chen, CFP®

Financial planner

Annie was born in Taiwan and moved to California before her third birthday. As a child, she studied piano, clarinet and cello. While earning her degree in political science at UCLA, Annie worked part-time at several law firms. Before graduation, she landed a full-time position as a legal assistant at Pryor Cashman.

In 2011, Annie joined Westmount to pursue her interest in finance. She has since completed her financial planning education and designation to transition into a planning role with the firm. One more thing about Annie — she loves bunnies. Her husband included nine of them in his marriage proposal.