Claudia Chen
Financial Representative
Helping Young Professionals Master Financial Stewardship
About me
I became a financial advisor because I’m passionate about partnering with young professionals in navigating their financial lives with confidence. With a focus on helping people in the early through mid stages of their careers make smart financial decisions, my goal is to help you build a solid financial foundation, whether you’re managing student loans, saving for big milestones like buying a home, or starting to invest. I believe in clear, actionable advice that makes financial planning feel less intimidating and more empowering.
Outside of work, I’m spending time with my family, friends, and significant other. My partner and I live on Oahu, HI, and we love exploring new places and finding fun, sweet treats. I also delight in making food and desserts to share with loved ones, and I enjoy serving my community through organizations like Aloha United Way and Chamber of Commerce Young Professionals as well as through my church as a coffee barista on the weekends.
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment, and I strive to provide you the best experience possible.
If you’re ready to take control of your finances, let’s connect and build a plan that works for your life and goals!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
