Chien Associates LLC
Meet our Founder & Chief Strategist – Chia-Li Chien (pronounced Jolly Jan)

How will you capture the financial reward you deserve for
all your hard work?  Deep down inside, you may
know that your business is capable of doing MORE.  How will you take your business to that next level?  Do
you have the confidence to let go? Are you prepared to exit your business on your own terms, or is most of
your time spent “putting out fires”?  

Chia-Li helps women business owners exit their businesses on THEIR own terms. She can give you a step-
by-step plan to exit your company gracefully – a plan based on your dreams, your needs and your goals. With
Chia-Li’s help, you can establish a wealth map to maximize the value from your business to realize your
dream.   She can help you create a timeline for leaving your company, a vision of who the next owner will be,
and a financial goal of how much money you want to leave with. Best of all, she can lead your trusted advisors
in a coordinated planning effort – they will do the “tough stuff” for you, so you can avoid headaches, while
concentrating on your business.

Chia-Li founded Chien Associates LLC in 1993 and has provided strategies consulting services to
companies like, Westinghouse, General Data Comm., Diageo, and many small to mid size businesses.  

Chia-Li received her bachelor's degree from Central Connecticut State University, and her master's degree
from University of Hartford.  In addition, she is a CERTIFIED FINANCIAL PLANNER
(CFP) Practitioner,
Chartered Retirement Planning Counselor (CRPC), Charter Trust and Estate Planner (CTEP), and Project
Management Professional (PMP).

She is a board member and a pro bono director for the Financial Planning Association (FPA) of Charlotte. She
provides pro bono services to the community along with CharlotteSave, the Charlotte Housing Authority and
many local nonprofit community organizations.  She also serves on Pro Bono Advisory Committee for
Financial Planning Association on national level.  She is an appointed board member of Women's Advisory
Board (WAB) in Mecklenburg County for Board of County Commissioners in North Carolina.  She is a member
of the Women Presidents' Organization (WPO), the National Association of Women Business Owners
(NAWBO), eWomen, FPA and Project Management Institute (PMI).


She has been married since 1990 and has two children.  She was born and raised in Taipei, Taiwan with love
of international travel.  

Convert your business
into meaningful personal
wealth.
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