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Ida Chen

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Field Director at Northwestern Mutual
📍 New York, New York, United States

Ida Chen is a Field Director and Financial Advisor at Northwestern Mutual, specializing in holistic financial planning. An honors graduate in Finance from the University at Buffalo, she broke an agency record in her first year. She focuses on providing clear, personalized strategies for medical professionals, tech professionals, and consultants.

Born and raised in NYC, Ida draws inspiration from her hardworking immigrant parents. In her free time, she is an avid reader and traveler who enjoys spending time with her dog, Yvie. She is passionate about building meaningful connections and understanding what motivates people.

Ida started her own financial practice at the age of 23.

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Experience
6 Years
Current Role
Field Director
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Ida shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ida cares about

Holistic Financial Planning
Specializes in comprehensive financial plans for professionals in medicine, tech, and consulting, simplifying complex financial topics.
Risk Management
Has been recognized with a "Top 10" award for her expertise in risk management planning, a core part of her client strategy.
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Career

Work history

4-2023
Field Director
Northwestern Mutual
10-2020
Financial Advisor
Northwestern Mutual
10-2019 - 9-2020
Associate
Midas Wealth - Northwestern Mutual
In the press

Media appearances

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Education
Certified Financial Planner - In Process
The American College of Financial Services
Finance
University at Buffalo
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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