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MEMBER PROFILE

 

Anthony Chen

Lighthouse Financial Network, LLC

 

Member profile details

Membership level
Atlanta Individual
First name
Anthony
Last name
Chen
Title
Financial Advisor
Company
Lighthouse Financial Network, LLC
 

XPX ROLE

Leadership Role
Board Member, President, Membership Co-Chair
 

CONTACT INFORMATION

City
ALPHARETTA
State
Georgia
 

PROFILE INFORMATION

Call me when
A business is looking to consider ownership change or set up a retirement plan.
Why I/we support XPX
Looking to connect with other professionals to help with my clients in fields that I do not work in.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Retirement
  • Risk management
Client Industry(ies)
  • Consumer Services
  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Retail
In Business Since
2008
How to contact
Client Results
Helping clients transition out of either their business or work to pursue their new project.
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