About Our Cover: Chia-Li Chien

Chia-Li Chien (pronounced Jolly Jan) founded Chien Associates LLC in 1993 and has provided strategies and consulting services to companies like, Westinghouse, General Data Comm., Diageo, and many small to mid size businesses.

Chia-Li helps women business owners exit their businesses on THEIR own terms. She gives them a step-by-step plan so they can exit their companies gracefully – a plan based on their dreams, their needs and their goals. With Chia-Li’s help, they establish wealth maps to maximize the value from their businesses to realize their dreams. She helps them create a timeline for leaving their companies, a vision of who their next owners will be, and a financial goal of how much money they want to leave with. Best of all, she helps lead their trusted advisors in a coordinated planning effort – they do the “tough stuff” for the transitioning owners, so they can avoid headaches, while concentrating on exiting their businesses.

Chia-Li received her bachelor’s degree from Central Connecticut State University, and her master’s degree from University of Hartford.  In addition, she is a CERTIFIED FINANCIAL PLANNER (CFP) Practitioner, Chartered Retirement Planning Counselor (CRPC), Charter Trust and Estate Planner (CTEP), and Project Management Professional (PMP).

She is a board member and a pro bono director for the Financial Planning Association (FPA) of Charlotte. She provides pro bono services to the community along with CharlotteSave, the Charlotte Housing Authority and many local nonprofit community organizations.  She also serves on Pro Bono Advisory Committee for Financial Planning Association on national level. She is an appointed board member of Women’s Advisory Board (WAB) in Mecklenburg County for Board of County Commissioners in North Carolina.  She is a member of the Women Presidents’ Organization (WPO), the National Association of Women Business Owners (NAWBO), eWomen, FPA and Project Management Institute (PMI).

She has been married since 1990 and has two children.  She was born and raised in Taipei, Taiwan with love of international travel.

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