I-Chen Le, ChFC, CRPC, CFP

In my 20 years as a Financial Advisor, I've learned that listening carefully to clients is essential to creating a plan that suits them. I always go into initial meetings with an open mind and let them share with me their thoughts on where they've been and where they want to go with their investment plans. Everyone has a unique story. I dig deep to understand a client's state of mind, personal philosophy on saving and spending, and their goals for the future. Some might need help untangling various accounts and consolidating assets to simplify things. Others might need guidance with wealth transfer. I enjoy reassuring them that there are strategies and providing financial knowledge to empower them. I specialize in retirement planning, and my goal is to help clients afford to maintain their lifestyles at retirement, participating in investment market gains while reducing their downside risks. I provide comprehensive investment planning, tax efficient strategies, portfolio reviews and risk assessments. The diversity of my clientele has shown me a wide range of perspectives. I am grateful to be named on 2025 Forbes Top Women Advisors Best-in-State, 2019 Forbes Best-In-State Next-Gen Wealth Advisors, and 2018 Forbes Top Next-Gen Wealth Advisors by Forbes Magazine". I currently reside in Loma Linda with my two young boys. In my personal time I'm also an artist and a member of Threshold Choir. My inclination to help others led me to sponsor a child with World Vision 20 years ago and today I sponsor six children. Like my work as a Financial Advisor, giving of one's time and care is about changing lives for the better.