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Bing Chen, CFA, CFP®

Wealth Manager
Bing serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, education planning, risk management, and charitable planning. Bing’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Bing brings more than 15 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he was a regional manager in the Private Wealth Management division of a bank where he led teams to deliver wealth management services to high net worth individuals and families. Bing earned his Bachelor of Science degree in Business Administration with a Financial Management emphasis from Kansas State University. He also earned his Master of Science in Business with a Finance concentration from the University of Kansas. Bing is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and has also earned the right to use the CHARTERED FINANCIAL ANALYST® designation. In his spare time, Bing enjoys reading non-fiction books, watching reruns of the 90’s sitcom Friends, and finding new and exciting activities to do with friends and family, especially his son, Landon.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021