MEMP Seminar Series: C. John Chen and Mikki Kline on Financial Management for Young Professionals
C. John Chen has been in the financial services industry for over 22 years. During those years, he has developed expertise in serving institutional pension plans, endowments, and 401(k) plans, and provides advice to high-net-worth individuals and families on complex multi-generational wealth management needs. Despite the complicated and technical nature of our work, our clients' well-being and understanding are paramount. We believe that open, unbiased and continuous communication is key.
John graduated from Duke University in 1996 with a Bachelor of Science Degree in Psychology and Economics; and in 2005, he earned his MBA from Duke University's Fuqua School of Business. In addition, he earned the Certified Investment Management Analyst (CIMA®) certification and the Chartered Retirement Plan Specialist (CRPS®) designation.
Mikki Kline has over 12 years of experience in the financial services industry. She works closely with clients to develop a comprehensive investment plan based on their unique needs.It is through conversations, collaboration, active listening, and a deep understanding of their needs, that she builds and maintains a personalized investment plan. With compassion and understanding, Mikki provides bottom-line, common-sense advice to successful investing.