Broker Check
 Mary-Catherine Chen

Mary-Catherine Chen

Planning & Client Service Associate

Mary-Catherine brings several years of experience in the financial industry to our team.  She started her financial career at CitiFinancial in 2007 and went on to work for the nation’s largest independent broker-dealer, LPL Financial, in January 2010.

While at LPL Financial Mary-Catherine worked in several important roles; first in the Money Desk Receipts department, then she was promoted to work directly with LPL Financial advisors as part of their home office service team. She relocated to Northern California and joined Walnut Creek Wealth Management in October of 2013.

Mary-Catherine is a native of Rock Hill, South Carolina. She graduated from Winthrop University with a BS in Business Management; concentration in Finance.  She also has an accounting certificate from York Technical College.

Mary-Catherine lives in Oakland with her husband Jun and two doggies, Apollo and Zeus.  Outside of work she enjoys playing the piano and bridge.  Her passion for bridge has led her to run several online bridge tournaments during her spare time.