CCACC Health Center Launches Free Professional Financial Consultation Service Led by Charles Chen
To further serve community residents and enhance public understanding and practical skills in financial management and life planning, the CCACC Health Center under the Chinese Culture and Community Service Center (CCACC) has launched a free professional financial consultation service. This program invites experienced financial professional Mr. Charles Chen to volunteer his time and expertise. Drawing on his extensive background and professional knowledge, he provides one-on-one consultations across multiple areas to help community members build a stable and long-term financial foundation.
Comprehensive Financial Planning Guidance
The consultation service covers a wide range of topics and is designed to meet the diverse needs of individuals at different ages and life stages. Areas of service include business consulting, retirement planning, life insurance and long-term care planning, real estate guidance, tax knowledge, investment concepts, mortgage advice, credit management, family financial management, and estate planning.
Whether for young families planning for the future or older adults preparing for retirement, participants can receive practical and professional guidance tailored to their needs.
Free Service with Community Support
This service is offered completely free of charge. However, participants are sincerely encouraged to support the CCACC Health Center’s fundraising efforts while benefiting from professional advice and financial insights. Donations will help the center continue providing important preventive healthcare services for underserved communities and further improve overall community health and well-being.
By working together, we aim to expand access to healthcare resources and provide meaningful support and care for those in greatest need.
Professional Background and Community Contributions
Mr. Charles Chen graduated from American University with a Bachelor's degree in Computer Applications and a Master's degree in Management Technology. In 1990, he founded Computer Systems Applications, Inc., a company specializing in computer software engineering consulting and system design. Its clients included major long-distance telecommunications companies across the United States, with annual revenue exceeding ten million dollars.
The company received multiple recognitions, including the Deloitte & Touche Fast 50 Technology Award in the Washington, D.C. area for five consecutive years (1996–2000), as well as being listed among the National Fast 500 companies for three years (1996–1997 and 1999), demonstrating strong business growth and performance.
To help develop information technology talent, Mr. Chen founded the Information Technology Advanced Training Corporation in 1997. The organization focused on professional IT training and successfully trained thousands of professionals over several years, making positive contributions to local economic development.
Mr. Chen has lived in the Washington, D.C. area for over 40 years and has made significant contributions to local community organizations. In 2004, he co-founded the Asian American CEO Organization with industry leaders to promote business development and exchange among Asian American entrepreneurs. He also received the 8th Outstanding Young Entrepreneur Award from Taiwan and delivered a speech on behalf of all award recipients at the ceremony.
In addition, Mr. Chen served as a CCACC Board Member from 2018 to 2024 and has continuously supported the center's fundraising efforts since 2018. He believes CCACC plays an important role in serving the Chinese community and hopes to continue contributing to society and benefiting more people through this platform.
Service Location and Time
The consultation service is held at the CCACC Health Center, 9298 Gaither Road, Gaithersburg, MD 20877. The service operates by appointment only and is available every Friday from 1:00 p.m. to 5:00 p.m., with each session lasting one hour.
Through face-to-face consultations, participants can better understand their financial needs and receive tailored solutions.
For more information, please scan the QR code at the top of the poster. To make an appointment, please email charleschen16888@gmail.com or panasianclinic@ccacc-dc.org. You may also call 703-869-1888 or 301-663-0983.
(Article by CCACC Health Center)
