Alex Chen, CPA

Proactive Financial Advice You Can Count On

Products alone don't solve problems—solutions do. We specialize in providing solutions.

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  • ADVISOR

  • EDUCATOR

  • LIFELONG LEARNER

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Services

What I do

We offer comprehensive investment and financial planning services tailored to your unique goals. Our expertise spans personalized investment strategies, retirement planning, portfolio management, and risk mitigation. Dedicated to maximizing your financial potential, we provide expert guidance for both individuals and corporations. Trust us to navigate your financial journey with transparency and skill.

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01.

Advisory Services

We offer top-notch guidance in tax planning, business consulting, risk management, legal advice, and wealth management. Our goal is to give you a clear and solid plan tailored to your needs. In today's complex financial world, trust our team to guide you every step of the way, ensuring your decisions are strong, clear, and on track for success.

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02.

VFO Services

  • Tax Planning

  • Business Advisory

  • Risk Mitigation

  • Legal

  • Wealth Management

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Why Choose Me

AC Harvest Strategies

At AC Harvest Strategies, our name is a steadfast reflection of our core values.

Aligned Commitment
Achievement&Consistency
Accountable Choices
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  • Initial Free Consultation
  • Delivery of Our Proposal
  • Kickoff & Onboarding
  • Implementation & Executive ongoing services
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