Linson Chen

At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.

You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It’s about seeing the bigger picture, identifying risk and discovering opportunity. It’s about learning your aspirations and your goals, then building a personalized plan to reach them.

For people seeking financial well-being, we provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve your goals.

Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection. This division of our advice and our compensation is an important distinction to us and has been a core principle of our firm since its inception.

My areas of specialization include responsible investing and charitable giving strategies, helping clients align their financial goals with their personal values. I believe it is possible to achieve long-term financial success while investing in a responsible and sustainable manner.