Hui-chin Chen

Advisor at Jade & Cowry LLC

Updated today
Jade & Cowry LLC logo

Firm

Jade & Cowry LLC

Location

Tumwater, WA

Credentials

CFP®

Industry experience

12 years

About

Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living, especially those with business interest, equity compensation, or multiple passports in the family.

Having lived in six countries in 10 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing.

With my help, you will be able to pursue the life you envision while successfully:

• Manage fluctuating cash flow between multiple currencies • Remain tax compliant in the US • Keep your investments efficient and flexible • Cover your unique risks • Coordinate your income, expenses, benefits, and taxes from various countries

How do I do it? As your financial GPS, I will:

• Show you the big picture • Calculate the potential routes • Explain the options • Give you step-by-step instructions • Keep you on track • Push you to move forward

Here are some specific types of people that will benefit from working with me:

• Globally mobile employees with equity compensations vesting in different countries • Business owners that are location independent or have operations in more than one country • Couples or Families with multiple nationalities and homes • Green card or visa holders living in the US without pursuing citizenship • … YOU? What is your story?

Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions.

I look forward to being that trusted partner for you!

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Cross-border / expatriate tax planning

Demographic focus

Expats Immigrants Gen Y/Millennials (Born 1980-1995)

Fee options

Hourly

$525 per hour

Monthly

$525 - $1,260 per month

Other

No upfront fee, minimum income or asset.

Work history

JADE & COWRY LLC (DBA Jade & Cowry, Pavlov Financial Planning)

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lorri D

CFP®

Olympia, WA

Sustain Financial Inc.

Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.

Educators, Teachers, and Academics Government Employee LGBTQIA

Rebecka K

Series 66

Olympia, WA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Educators, Teachers, and Academics Women Professionals

Whitney K

Series 66

Tumwater, WA

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Inheritance planning Multi-generational wealth transfer Founder/Business Owner LGBTQIA

Andrew R

CFP®, ChFC®, Series 66

Lacey, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Brett T

Series 66

Tumwater, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Wealth management

Brendan W

Series 66

Olympia, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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