![Peter P. Chen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Peter P.
Chen is a Managing Principal & Wealth Advisor at WESPAC Advisors SoCal LLC.
He is also the founder of the firm.
He is responsible for the firm’s strategy and business development.
Additionally, he focuses on delivering customized, comprehensive wealth management solutions while managing client relationships.
Mr. Chen began his career in the financial services industry as an investment specialist with Charles Schwab in 1997.
He then became an investment consultant at Washington Mutual before holding the position of Vice President/Portfolio Manager at Van Deventer & Hoch.
Prior to co-founding Stonemark he was a Vice President at Tower Asset Management where he developed his client-first approach to wealth management and retirement planning.
He was graduated from San Diego State University with a Bachelor of Arts degree in International Business He holds Securities Licenses: 7, 63, 65 and a California Life & Health Insurance Producers license.
Postes actifs de Peter P. Chen
| Sociétés | Poste | Début |
|---|---|---|
WESPAC Advisors SoCal LLC
 WESPAC Advisors SoCal LLC Investment ManagersFinance Stonemark offers customized investment strategies designed to help clients meet their objectives and needs. | Directeur Général | 01/01/2012 |
Anciens postes connus de Peter P. Chen
| Sociétés | Poste | Fin |
|---|---|---|
Tower Asset Management LLC
 Tower Asset Management LLC Investment ManagersFinance Tower Asset Management's equity investment philosophy emphasizes focuses on investing in the common stocks of well-established, financially strong and well managed medium to large companies that offer above average growth prospects at reasonable/attractive valuations and are leaders in their respective industries. Companies should possess a strong or unique business franchise or competency and have a history of delivering superior financial performance that is consistent regardless of the business cycle. Companies should also have accelerating growth in revenues and earnings, strong cash flows and a history of low stock price volatility. Though not limited by sector or market-cap, Tower tends to invest in the stocks of large-cap companies in the consumer non-durables, health technology and technology services sectors. The firm invests primarily in the US, Canada, Europe and Asia. Tower maintains a high turnover rate. Tower employs both a top-down sector weighting process and a bottom-up selection process. Quantitative screens and fundamental analysis are used to reduce the universe to an active watch list. The firm overlays sector strategy considerations with additional screening and analysis to construct portfolios. Tower seeks to identify sectors within the markets that possess superior fundamentals and the prospects for superior growth over the longer term. The firm emphasizes certain sectors when major demographic and economic trends that benefit those sectors are identified. The firm manages risk by diversifying common stock portfolios across economic sectors, industries and companies. Economic sector weightings within a portfolio are limited relative to the appropriate benchmark index. Security position sizes are also limited. Holdings may be sold either partially or in full for reasons that include deteriorating fundamentals, loss of management focus, excessive valuation or due to the identification of a better investment opportunity. Tower manages investment grade bond portfolios with a passive investment approach. Portfolios are structured using a laddered investment strategy. When investing in bonds, Tower considers the tax status of the account, income required from the portfolio and credit quality. | Corporate Officer/Principal | - |
Formation de Peter P. Chen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Tower Asset Management LLC
Tower Asset Management LLC Investment ManagersFinance Tower Asset Management's equity investment philosophy emphasizes focuses on investing in the common stocks of well-established, financially strong and well managed medium to large companies that offer above average growth prospects at reasonable/attractive valuations and are leaders in their respective industries. Companies should possess a strong or unique business franchise or competency and have a history of delivering superior financial performance that is consistent regardless of the business cycle. Companies should also have accelerating growth in revenues and earnings, strong cash flows and a history of low stock price volatility. Though not limited by sector or market-cap, Tower tends to invest in the stocks of large-cap companies in the consumer non-durables, health technology and technology services sectors. The firm invests primarily in the US, Canada, Europe and Asia. Tower maintains a high turnover rate. Tower employs both a top-down sector weighting process and a bottom-up selection process. Quantitative screens and fundamental analysis are used to reduce the universe to an active watch list. The firm overlays sector strategy considerations with additional screening and analysis to construct portfolios. Tower seeks to identify sectors within the markets that possess superior fundamentals and the prospects for superior growth over the longer term. The firm emphasizes certain sectors when major demographic and economic trends that benefit those sectors are identified. The firm manages risk by diversifying common stock portfolios across economic sectors, industries and companies. Economic sector weightings within a portfolio are limited relative to the appropriate benchmark index. Security position sizes are also limited. Holdings may be sold either partially or in full for reasons that include deteriorating fundamentals, loss of management focus, excessive valuation or due to the identification of a better investment opportunity. Tower manages investment grade bond portfolios with a passive investment approach. Portfolios are structured using a laddered investment strategy. When investing in bonds, Tower considers the tax status of the account, income required from the portfolio and credit quality. | Finance |
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WESPAC Advisors SoCal LLC
WESPAC Advisors SoCal LLC Investment ManagersFinance Stonemark offers customized investment strategies designed to help clients meet their objectives and needs. | Finance |
