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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Classic Capital Planning Advisors | Irvine | CA | 01/2026 | Present |
| Orange County Assessment Appeals Board | Santa Ana | CA | 09/2017 | Present |
| Classic Cpa | Irvine | CA | 01/2011 | 12/2025 |
Orange County Assessment Appeals Board (Not Investment-Related) Address: 333 W. Santa Ana Blvd., Santa Ana, CA 92701 Ms. Chen serves as a Board Member of the Orange County Assessment Appeals Board, a local government body that hears property tax assessment appeals. This position is not investment-related. She began this role in 2017 and receives W-2 compensation from the County of Orange. Ms. Chen devotes approximately 16-20 hours per month to this activity, including approximately 10-15 hours during normal securities trading hours. Her duties include participating in hearings and reviewing property valuation evidence. This position does not involve providing investment advice or securities recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-17 |
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