Andy Chen

Andy Chen: Email & Phone Number

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Investment Counselor at Fisher Investments|Camas, Washington, United States

Position:

Investment Counselor at Fisher Investments

Location:

Camas, Washington, United States

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Last updated: 2026-07-06
Updated: 2026-07-06

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Work Experience 9 years

Investment Counselor at Fisher Investments

Apr 2026 - Current

Investment Specialist/Financial Planning Specialist/Paraplanner at Point Forward Wealth Advisors (Ameriprise Financial)

Jun 2024 - Mar 2026

Investment Consultant at Charles Schwab

Apr 2023 - May 2024

Planning Consultant at Fidelity Investments

May 2021 - Mar 2023

Capital Markets at Ameriprise Financial Services, LLC

Jul 2017 - May 2021

Andy Chen started working in 2017, then the employee has changed 4 companies and 4 jobs. On average, Andy Chen works for one company for 1 year 9 months.

Andy is proficient in Chinese. Their professional focus is Client Services, Customer Experience, and Employee Training across 3 core areas.

Andy holds Life and Health Insurance, Series 66, and Series 7 certifications and has been awarded 2022 3rd Quarter Excellence in Action Award

Education

Bachelor's Degree at University of Washington

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