Meet Hui-chin
Hui-chin Chen, CFP®
Managing Partner and Financial Planner
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.
- To Keep or Not to Keep – Financial Cost of a Green Card When You Don’t Live in the US
Green Card is perhaps one of the most coveted pieces of plastic in the world. It allows its holder to live and work in the United States, the land of […]
- How to manage currency risk
Many of my clients earn and save in more than one currency. I often get asked the following: Should I keep large deposits in different currencies? When should […]
- How to manage foreign company equity compensation as a US taxpayer employee
After discussing managing US company equity grants and US ESPP purchases, in this third installment around employee equity compensation for globally mobile […]
It’s a Small World: Living and Working with Clients Globally with Hui-chin Chen – The Innovating Advice Show
Transparency With Diana B.: Life in Lockdown During COVID-19 – WealthManagement.com
Can and Should an International Student, Scholar, or Worker Invest in the US? – Personal Finance for Phds
Serving Globally Mobile Clients – An Interview with Hui-chin Chen – XYPN Radio
Cross Border Planning with Hui-chin Chen – Money Savage
Location independent and working with expats – XYPN Radio
Planning your finances with your partner – Tandem Nomads
Press Mentions
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
