Jun Chen is a seasoned wealth advisor with over a decade of experience guiding high-net-worth individuals and families through complex financial decisions. As a CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA) and Certified Divorce Financial Analyst® (CDFA), Jun specializes in multi-generational wealth strategies, tax-efficient retirement planning, and transitions involving divorce, inheritance, and business succession.

Jun began his career as a trader on Wall Street, developing a deep understanding of market behavior, risk, and timing. He then pivoted to portfolio management and institutional investing. Seeking to expand his impact on individual lives, Jun transitioned into comprehensive wealth planning through roles at Northwestern Mutual and later Fidelity Investments—working closely with affluent clients on investment strategy, estate coordination, and retirement planning.  

Fidare Wealth Solutions was born from Jun’s vision of delivering integrated, high-touch planning through a coordinated network of CFP® professionals, CPAs, and estate attorneys. Known for his strategic mindset and calm, analytical approach, Jun leads Fidare with a deep commitment to clarity, expertise, and long-term partnership.