reFresh Investments


YOUR FINANCIAL ADVISOR IN SANTA MONICA

PAMELA CHEN CFA, CPA

20 Years Of Investment Experience

30 Years At Top National Firms

Ivy League Educated

Pamela leverages her extensive experience from the best wealth management institutions to empower clients and give them confidence in their financial future. Her experience, credentials, and independence from any corporate or product affiliations separate her from other financial advisors.  Pamela will bring the sophisticated, high quality skills and services she provided for institutional clients to you.


Comprehensive Advice

Operates as a Fiduciary

Unbiased & Independent




THE PRICING ADVANTAGE

Advice-Only


At reFresh Investments, we don't control your assets - we provide you with advice for an hourly fee or a fixed rate.  The Advice-Only model will save you up to 90% of the fees charged at other advisory firms without sacrificing quality or service.  No more confusion as to the type or amount of fees charged.  At reFresh, pay for advice on an hourly basis or choose the flat fee pricing alternative for peace of mind knowing you'll never pay more than the agreed upon rate.