Cfed® Xiao Chen Cfp®

Xiao Chen CFP®, CFEd® possesses extensive experience in financial education and advisory roles, currently serving as a CFE Certified Financial Educator® and Registry Instructor at the Heartland Institute of Financial Education since April 2020. With a longstanding career at Transamerica Financial Advisors, Inc. since August 2012 as an Investment Advisor Representative and Registered Representative, Xiao has supported clients in financial planning. Additional roles include Senior Marketing Director at World Financial Group (WFG) since September 2011, and previous positions in real estate, mortgage lending, and IT administration. Xiao holds a Professional Development Certificate from Northwestern University and a B.S. in Computer Engineering from Purdue University, along with a minor in Mathematics from Indiana University Indianapolis.