Professional Consulting
Got questions about your finances, taxes, investments, or long‑term planning? We offer a FREE one‑hour, one‑on‑one consultation with financial expert Charles Chen, who is generously volunteering his time to give back to the community and support CCACC Health. Charles provides personalized guidance across a wide range of financial and business topics (see areas of expertise below), helping you better understand your options and make informed decisions.
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This professional consulting service is one of the many ways we strive to support our community, helping those who may not otherwise have access to expert financial advice. At the same time, donations are strongly encouraged. Your generous contributions help us continue offering preventive health services that allow underserved and uninsured community members to receive the care they need.
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By participating, you’re strengthening your financial wellness and helping us advance our mission to build a healthier, more supported community. If you need additional support, you’re welcome to schedule follow-up sessions with Charles.
*Please note these consultations do not replace the services of a CPA, attorney, or other licensed professionals, they only offer recommendations and guidance to help you.
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Fridays | 1-5 PM (appointments preferred)
CCACC Health (9298 Gaither Road)
Areas of Expertise
Business Consulting
Guidance on strategy, planning, operations, and growth for startup or established ventures.
Retirement Planning
Strategies to help you prepare for a secure and comfortable retirement.
Life Insurance & Long-Term Care
Understand your options for protecting your family’s future and managing long-term health costs.
Real Estate
Insights for buying, selling, or investing in commercial and residential properties.
Tax Education
Key principles to help you understand your tax obligations and opportunities.
Investment Principles
Fundamentals of building and managing an investment portfolio.
Mortgage Insights
Advice on navigating the home and commercial loan process, whether purchasing or refinancing.
Credit Management
Tips for understanding, building, and improving your credit score.
Family Finance Management
Practical budgeting and saving strategies for household financial health.
Estate Planning
The Last Will and Testament, Advanced Healthcare Directive, and Financial Power of Attorney
A Will ensures your assets go where you want after you pass away. Advanced Healthcare Directive speaks for you if you are unconscious or unable to communicate medical decisions. Financial Power of Attorney allows someone to manage your money, pay your bills, and run your business if you become incapacitated.
Make an Appointment
703-869-1888
301-663-0983
Direction
9298 Gaither Road
Gaithersburg, MD 20877
Hours
Monday-Friday:
9:00 AM - 5:00 PM
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