Ida Chen

My journey started with my parents, who immigrated from China in search of better opportunities for our family. Their incredible work ethic and determination were deeply inspiring, instilling in me the values of hard work and perseverance. These principles have guided every step of my career and personal life.

After finishing school, I had the privilege of working with a highly successful Financial Advisor. This experience enriched my understanding of financial planning and made me realize just how much people benefit from professional financial guidance. It also highlighted the significant gap in financial literacy that many individuals face, sparking my passion for making a difference in this field. Realizing the difference I could make, I decided to start my own practice at the age of 23. 

My mission is to educate and empower clients by creating tailored financial plans that fit their unique lifestyles and aspirations. I believe financial planning is a journey, not an event, and aim to make this journey both enjoyable and empowering.

I find immense fulfillment in understanding each client's story and collaborating with them to reach their goals. Whether it's helping families achieve financial stability or enabling professionals to realize their full potential, I am passionate about being a partner in their path.

My approach is straightforward yet effective: I simplify the complex world of finance in a fun, personalized, compassionate, and non-judgmental way. By adopting a holistic approach, I can ensure that all aspects of a financial plan are considered, protecting clients' hard-earned assets.

I also serve as a Field Director in our office. My progress in this position owes a lot to Northwestern Mutual's collaborative team culture and the guidance I received from fellow advisors and mentors. For me, taking up leadership roles was an obvious choice. As a result, I feel fortunate to be able to mentor new advisors and contribute to their growth