About Robert M. Chen, MBA

Financial Advisor & President of RMC Wealth Strategies & Financial Services, LLC.

Since 1997 Robert's goal has been to provide families and business owners with assistance in building their financial independence. He has established and maintained the skills, knowledge and experience required to help meet his clients' goals. His personal goal is to become a life time resource for each and every client.

Robert assists clients with individual planning throughout their lives to help them plan for their financial goals utilizing strategies such as Wealth Accumulation, Estate Planning, Life Insurance, Disability Income Insurance, Retirement Planning and Risk Management . Robert also works closely with professionals offering Business Owner and Executive Solutions including Key Person, Informal Business Valuation, Non-Qualified Deferred Compensation.

Robert is a 1996 graduate of Florida Atlantic University, Boca Raton with a BBA in Finance and International Business. In 2003 he earned his MBA from Nova Southeastern University in Davie. He hold his series 7 and series 66 securities registrations with FINRA. Insurance licensed in Florida and Securities registered in the State of Florida. 

Fluent in Mandarin, Taiwanese and Cantonese, Robert has special ties to the Asian South Florida Community. You will see him volunteering at many local Asian events and he is member of the Taiwanese Chamber of Commerce, and networks with other chamber groups as well. Originally from Taiwan, Robert moved to South Florida in 1982 and lives in Boca Raton with his family. He enjoys playing the guitar, basketball and loves music.