Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
New
Spring Chen
Financial advisor at Classiccpa
Spring Chen is a fiduciary financial advisor in Irvine, California, registered since Jan 2026. Spring joined Classiccpa in 2026, a firm offering financial planning and selecting outside investment managers. Classiccpa reports being paid through hourly fees and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
OfficeIrvine, CA
FirmClassiccpa
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Classiccpa
Financial planningChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowClassiccpaCurrent firm
Questions to ask Spring
Tailored to Spring’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Spring
How do I contact Spring?
Call Classiccpa at (949) 943-4936 and ask for Spring Chen. Spring works from the Irvine, CA office.
How long has Spring been a financial advisor?
Spring is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Spring hold?
Series 65. Tap any license on this page to see what it allows.
Is Spring a fiduciary?
Spring is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Spring paid?
Classiccpa reports being paid by hourly fees, flat or fixed fees. Ask Spring 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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