Hui-chin Chen, CFP®

I specialize in financial planning for globally mobile entrepreneurs and multinational families that don’t fit neatly in a traditional profile. 

I understand life comes first and believe that good financial planning will simplify your multi-jurisdiction life. Talk to me if you want a GPS, a decision partner, and a financial life coordinator for your unique international journey. 

Jade & Cowry is an independent fiduciary financial advisory firm dedicated to helping globally mobile professionals and multi-national families navigate the complexities of cross-border living. 

I specialize in helping globally mobile families with complex, multi country considerations, as well as, entrepreneurs and those with assets in multiple countries. 

Languages Spoken

  • English
  • Spanish
  • Taiwanese
  • Mandarin

Client Focus

  • US Expat Moving Abroad
  • US Expat Living Abroad
  • Non US Persons Leaving the US with US Based Assets

Expert Services Offered

  • Cross Border Financial Advisor
  • Cross Border Individual Tax Planning
  • Investment Management

Compensation Model

  • Flat Fee
  • Fee Only