Annie Chen

Annie graduated from UCLA with a bachelor’s degree in Political Science. While working as a Legal Assistant at a mid-sized law firm, she started taking finance classes in the evenings at UCLA and realized her passion for financial planning. Annie believes in the importance of financial literacy and conflict-free, unbiased advice for clients. In 2011, [...]

A lot of people have no idea how to determine if they’re ready to retire. Annie Chen, CFP®, AIF® will show you in just a few simple steps how to at least determine if you’re on track, along with a few additional considerations to help your transition into retirement go more smoothly. If you haven’t saved enough, don’t panic, you have a few different levers to pull. You can spend less, save more, work longer, or do a combination of the three to help you reach your retirement goals.

Download the Retirement Readiness Guide

Subscribe to our YouTube channel.


• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.

• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.

• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.

• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.

AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.