Kevin Chen

Vice President, Head of Investments at Precept Advisory Group - Irvine, CA, US

Kevin Chen's Colleagues at Precept Advisory Group
Bernson Wong

Director of Investment Research

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Corey Coleman

Retirement Plan Consultant

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Corey Coleman

Retirement Plan Consultant

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Vincent Ko

VP, Retirement Plan Consulting & Chief Compliance Officer

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Linda Bright

Sr. Vice President & Managing Director

Contact Linda Bright

Marisa Meshot

Workplace Solutions Specialist

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Kevin Chen

Vice President, Head of Investments

Contact Kevin Chen

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Kevin Chen's Contact Details
Email (Verified)
***@preceptadvisory.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
800-344-1430
Location
Company
Precept Advisory Group
Kevin Chen's Company Details
Precept Advisory Group logo, Precept Advisory Group contact details

Precept Advisory Group

Irvine, CA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG). We recognize the importance of supporting all stakeholders, from finance and human resources executives to legal, external ERISA counsel, auditors, and plan participants.As a nationally recognized Registered Investment Advisory (RIA) firm, PAG has the expertise and passion to enhance retirement plan outcomes for participants and plan sponsors. Our clients understand the value of receiving unbiased and independent advice. And, with our industry-leading consultative approach, well documented process-centric services, and disciplined investment oversight, we are able to build customized, cost-effective programs that deliver more.

Defined Contribution Consulting Investment Advisory 401(k) 403(b) 457(b) Non-qualified Deferred Compensation 3(21) Fiduciary Fiduciary Oversight Plan Design Consulting Benchmarking Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Kevin Chen
Kevin Chen currently works for Precept Advisory Group.
Kevin Chen's role at Precept Advisory Group is Vice President, Head of Investments.
Kevin Chen's email address is ***@preceptadvisory.com. To view Kevin Chen's full email address, please signup to ConnectPlex.
Kevin Chen works in the Investment Management industry.
Kevin Chen's colleagues at Precept Advisory Group are Bernson Wong, Corey Coleman, Corey Coleman, Vincent Ko, Linda Bright, Marisa Meshot, Kevin Chen and others.
Kevin Chen's phone number is 800-344-1430
See more information about Kevin Chen