Michelle | Client Services Manager | Vintage Wealth Advisors

Michelle Chen

Client Services Manager

Michelle joins the Vintage Wealth team as part of her decade long dedication to wealth management and client relationship management. In another life Michelle was a Service Manager at Wells Fargo for 15 years. Her many certifications and recognition awards include LPL Paraplanner Certification and California Insurance License # 0M15227.
Her dedication to serving clients comes from a love for her family. She enjoys trying new foods and fun adventures with her two kids, Aidan and Abigail, and her biggest kid, her husband Sam.
Interests: Food, Disney memorabilia, Warriors Basketball, and movies. She speaks fluent Mandarin Chinese and plays piano when no one is nearby.
Inspirational quote: “Happiness is when what you think, what you say, and what you do are in harmony” – Mahatma Gandhi