Mission

Our goal is to demystify corporate retirement plans for you and your employees, in an effort to help boost financial outcomes throughout the broader Bay Area region.

Who We Are

Consult 401(k) is an independent, privately-owned investment services firm that specializes primarily on 401(k), 403(b), and 457 Retirement Plans for business owners and their employees.

Curtis S. Chen leads Consult 401(k), and is a CERTIFIED FINANCIAL PLANNER® practitioner. He holds BS & MS degrees in Computer Science from MIT.  He has been been a practicing financial planner since 1996 and has experience in Stock Option/Employer Stock diversification, College Planning, and Retiree Planning.

What We Do

Our plan administration services are designed to be consultative, transparent, and timely.

With a focus on providing a strategic management of risk while still pursuing returns, we have an obligation to always place your best interests ahead of our own.