Peter P. Chen
Managing Principal
Peter Chen is the Managing Principal and Founder of Stonemark Wealth Management, where he focuses on strategy, business development, and personalized wealth management solutions while building strong client relationships.
He began his financial services career in 1997 as an investment specialist at Charles Schwab, later serving as an investment consultant at Washington Mutual and as Vice President/Portfolio Manager at Van Deventer & Hoch. Before co-founding Stonemark (formerly WESPAC Advisors SoCal, LLC), he was a Vice President at Tower Asset Management, where he honed his client-first approach to wealth management and retirement planning. Peter holds Securities Licenses 7, 63, and 65, along with a California Life & Health Insurance Producers license.
Originally from Taiwan, Peter grew up in San Diego and graduated from San Diego State University with a Bachelor of Arts in International Business. He is fluent in Mandarin and Taiwanese.
Peter resides in La Canada Flintridge with his wife and three children. In his leisure time, he enjoys playing golf.
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