Meet Hui-chin

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Hui-chin Chen, CFP®

Managing Partner and Financial Planner

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Hui-chin Chen, CFP® started her tenure at Pavlov Financial Planning in 2013, after leaving her first career in quantitative policy analysis to join her American husband in Mexico, and to pursue her dream of integrating deep human connections and math.

Since then, she has developed expertise in guiding cross-border families to simplify, organize, make good decisions, and take actions for their financial lives, all while moving and living in five other countries.

Beyond having cross-border financial planning needs, Hui-chin’s clients are normally:

  • Entrepreneurial
  • Student of diverse backgrounds and cultures
  • Seasoned travelers
  • Eager to understand the why but happy to take advice and guidance on the how
 

Hui-chin is also the Founder of The CIGA Network, a global advisory community to promote collaboration among advisers working with cross-border clients. As an immigrant and expat, Hui-chin is passionate about making cross-border financial planning accessible and more comprehensive through bringing advisers with different expertise together.

A native of Taiwan, Hui-chin is a graduate of Carnegie Mellon University and National Taiwan University. She speaks fluent English, Mandarin Chinese, and Taiwanese, and can converse in Spanish and Japanese.

Press Mentions

How Secure 2.0 Aims to Help People of Color Invest for Retirement – NerdWallet / February 8, 2024

7 Asian and Pacific Islander Financial Influencers to Follow – NerdWallet / May 3, 2022

AAPI Personal Finance Trendsetters to Follow – Real Simple / May 21, 2021

Should you give your kids an equal inheritance? – Associated Press / May 11, 2020

The marriage exemption’s big exception – Financial Planning / October 7, 2019

A FIRE case study: Can this Reddit user with $2 million invested and thousands more in cash retire early? – Market Watch / July 8, 2019

Recipe for Success – The Foreign Service Journal / March 2019

Can you afford to help your kid start a business? – Associated Press / July 9, 2018

How Roth IRAs Can Help in an Emergency – Nerdwallet / January 17, 2018

I Am a Foreign National — What Should I Do With My 401(k)? – Magnify Money / January 5, 2018

Are you Retirement Ready – Foreign Service Journal / January 4, 2018

How to Get Through the Holidays When You Can’t Afford Them – GoBankingRates/ November 28, 2017

How to buy a home without a mega down payment – CNN Money / October 26, 2017

3 Ways to Ruin Your Investing Strategy – U.S. News and World Reports / September 8, 2017

What you should know about retiring in a foreign country – CBS News / July 31, 2017

How to switch careers and still reach your retirement goals – CNBC / June 17, 2017

Relocating for Retirement? 5 Factors to Consider – The Fiscal Times / April 26, 2017

10 Questions Financial Planners Wish You’d Ask – U.S. News and World Reports / April 25, 2017

Get ‘em in the door when they are young – Financial Planning / April 13, 2017

7 Money Rules Freelancers Should Live By – Magnify Money / March 23, 2017

How to Use Your Health Savings Account (HSA) as a Retirement Tool – Magnify Money / March 17, 2017

How Millennials Can Avoid Working Until Age 75 – Investopedia / February 11, 2017

5 Ways To Start Married Life With Extra Cash – Forbes / October 31, 2016

6 Steps To Make The Most Of Your Money Before 30 – Prosper and Thrive by Santander Bank

Pay Up! How Renters With Roommates Should Divvy Up Expenses – Trulia’s Blog / October 31, 2016

How Do Secured Credit Cards Work? – MyBankTracker / October 6, 2016

Holistic financial planning benefits clients, advisors – Mass Mutual

Watch out, more workers want company stock – CNBC / September 17, 2016

Origin Stories, Part 3: ‘I Decided to try planning myself’ – Financial Advisor IQ / August 26, 2016

Ask Brianna: Do I Really Need a Budget in My 20s? – Associated Press / August 16, 2016

401(k) for Foreign Nationals: What to Do as a Permanent Resident or Visa Holder – Captain401 / August 4, 2016

37 tips to save on travel from the experts – Bald Thoughts / August 4, 2016

Financial advisers’ secrets for starting and keeping an emergency fund – Bankrate / June 21, 2016

Millennials challenged by funding modern retirement – CNBC / June 15, 2016

Keep The Financial Sun Shining On Your Clients – InsuranceNewsNet.com / May 31, 2016

To Lock In Better Deals, Advisors Negotiate With Their Vendors – Investor’s Business Daily / May 20, 2016

Here’s How to Give Graduates Stock as a Gift – Money / May 19, 2016

Give Your Graduate Cash—a Lifetime of It – Bloomberg / May 18, 2016

Seven Financial Secrets for New Moms – Mass Mutual / May 2016

30 Things I Learned from My Mother – Debt Free After Three / May 8, 2016

10 Ways to Trick Yourself Into Saving Money – The Simple Dollar / January 29, 2016

39 of the Best Financial Tips to Start the New Year – Debt Roundup / December 29, 2015

12 Top Scams Affecting Your Pocketbook – GOBankingRates / November 25, 2015

To Serve Clients From Afar, Advisors Use Video – Investor’s Business Daily / October 23, 2015

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