Kinnie Chen is a Paraplanner at Tax & Financial Group. As part of the Financial Planning Team, she supports Tax & Financial Group’s financial planners and financial advisors in the preparation of financial
plans and other specialized analyses and reports for our clients. Kinnie also works directly with clients to help their advisors gather client information and assists advisors with setting up/maintaining the
client’s personal financial website.
Prior to her current role at Tax and Financial Group, Kinnie was a Senior Accountant in the manufacturing retail industries. In these roles, Kinnie was integrally involved with managing a broad range of tax, accounting and financial issues including budgeting and variance analysis, financial reporting, tax reporting and preparation, and the customization and implementation of business software across the enterprise.
Kinnie earned her B.S. Degree in Accounting from the University of Connecticut. She moved to southern California in 2013. Kinnie currently resides in Fullerton, California.