A different kind of financial
partnership, reflected in every
client story.
“A Financial Strategy Partner Like No Other.”
My wife and I have had the pleasure of working with Marina Chen for over six months, and we can’t recommend her enough. As a CPA and financial strategy planner, Marina goes above and beyond, offering proactive and thoughtful guidance while deeply understanding her clients’ needs.
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“A Financial Strategy Partner Like No Other.”
My wife and I have had the pleasure of working with Marina Chen for over six months, and we can’t recommend her enough. As a CPA and financial strategy planner, Marina goes above and beyond, offering proactive and thoughtful guidance while deeply understanding her clients’ needs.
Our situation is complex, involving careers in tech, starting a business, owning rental properties, and navigating life with a young child with special needs. Marina has been instrumental in guiding us through everything from asset management and tax strategies to legal considerations around special needs trusts and long-term financial security.
Marina’s commitment to ensuring we understood every decision was remarkable. She empowered us with knowledge, making us feel confident about our financial future. Thanks to her, we now have clear and intentional plans for managing our assets and setting our children up for success. Marina has become more than just a financial planner—she feels like part of our family.
“Marina Changed My Business—and My Life”
Eight years ago, I met Marina over tea in San Francisco to discuss flowers for her wedding. After our conversation, I called a friend and said, “I just met someone very special.” I had no idea then just how true those words would be. When Marina joined Dellables Floral Design, we were not functioning to our capacity.
“Marina Changed My Business—and My Life”
Eight years ago, I met Marina over tea in San Francisco to discuss flowers for her wedding. After our conversation, I called a friend and said, “I just met someone very special.” I had no idea then just how true those words would be.
When Marina joined Dellables Floral Design, we were not functioning to our capacity. As a passionate artist, I poured my heart into creating beautiful floral designs, but I lacked the financial expertise to help my business thrive. Marina changed everything.
She gave me hope when I needed it most, guiding us through difficult times with unwavering dedication. When COVID hit, the financial systems she put in place saved us, allowing us to secure the funding we needed to survive.
But beyond the numbers, Marina truly cared. She believed in me and my business even when I doubted myself. Her ability to combine strategy with compassion is rare—and it’s what makes her so exceptional at what she does.
Today, my business is stronger than ever. I feel confident, supported, and equipped with the tools I need to grow. Marina didn’t just transform my business—she changed my life.
“Five Stars — Highly Recommend!”
Working with Marina has been one of the best decisions I’ve made for my financial future. She brings a level of clarity, organization, and strategy that I didn’t even realize I was missing. Before working together, everything felt fragmented — investments, taxes, and planning were all handled separately.
“Five Stars — Highly Recommend!”
Working with Marina has been one of the best decisions I’ve made for my financial future. She brings a level of clarity, organization, and strategy that I didn’t even realize I was missing.
Before working together, everything felt fragmented — investments, taxes, and planning were all handled separately. Marina helped connect all the pieces into one cohesive plan that actually makes sense.
She takes the time to explain everything thoroughly and makes sure you feel confident in every decision. I never feel rushed or overwhelmed — just supported and informed.
What really stands out is how proactive she is. She’s always thinking ahead, identifying opportunities, and making adjustments before issues arise. That level of care and attention is rare. I finally feel like I have a clear direction and a trusted partner guiding me through it.
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