Connie Shen

Connie Shen has over 15 years of wealth management experience working for four of the largest firms, including Fidelity, JP Morgan, and Schwab. With her Master’s in Business and continuing education from Harvard Business School, she has worked with executives at five of the ten largest global companies. She recently left that position to become a Financial Advisor, helping families build and manage their wealth.

After completing projects in Israel and Taiwan and losing her father during COVID, she has become passionate about building communities, uniting people from diverse social backgrounds, and fostering connections that make the world a better place. She truly believes she is here to serve people.