Paraiba Wealth Management
33yrs
Top advisor by experience in Hercules
23yrs
Alphonsus Chen
Financial advisor at State Farm Investment Management
Alphonsus Chen has worked in the financial industry for 23 years and is a financial advisor based in Hercules, California. Alphonsus joined State Farm Investment Management in 2019, a firm offering investment management. Alphonsus holds the ChFC designation.
At a glance
Experience23 years (since 2003)
How that compares ?Top 22% by experience at State Farm Investment Management
Office1511 Sycamore Ave Suite F, Hercules, CA 94547
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowState Farm Investment Management Corp.Current firm
Contact Alphonsus
Local office(510) 222-1102Ask for Alphonsus. (800) 447-0740Main office · Bloomington, IL 1511 Sycamore Ave Suite FHercules, CA 94547Office · Get directions
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Questions to ask Alphonsus
Tailored to Alphonsus’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alphonsus
How do I contact Alphonsus?
Call Alphonsus’s local office at (510) 222-1102 or the State Farm Investment Management main office at (800) 447-0740, and ask for Alphonsus Chen.
How long has Alphonsus been a financial advisor?
Alphonsus has been in the industry since 2003, about 23 years. Top 22% by experience at State Farm Investment Management.
What licenses does Alphonsus hold?
Series 63. Tap any license on this page to see what it allows.
Is Alphonsus a fiduciary?
Alphonsus is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Alphonsus paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Alphonsus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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