Deborah Chen

Deborah Chen

Supervisor

Phone: 949-453-7660
Fax: 949-453-7672
 
Deborah Chen graduated Magna Cum Laude from California State University, Long Beach. She completed both her undergraduate degree and her teaching credential in four years. 
 
Deborah was a middle school math and computer science teacher for six years and experienced that many adults felt intimidated by math and money. Thus in efforts to bridge the gap of understanding how to manage finances as an adult, Deborah started her career as a Financial Advisor at Independent Capital Management. 
 
Using her teaching background, Deborah takes an educational approach in guiding her clients through the complex financial issues that are encountered through different life stages. She helps her clients create a plan using different strategies on how they can accumulate their wealth, diversify their assets from a tax perspective, and preserve and protect their assets through retirement.
 
She currently holds a California Life and Health license.
 
Deborah is a Supervisor in the Newport Beach office. 
 
CA Life Insurance License #0M54169
 
Deborah Chen
Supervisor
Independent Capital Management, Inc. 
1401 Dove Street, Suite 430
Newport Beach, CA 92660
Phone: (949) 453-7660
Fax: (949) 453-7672
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck