Catherine Chen, CIMA, RBC Wealth Management


Part of a team of SRI consultants, SRI Wealth Management Group at RBC, that conducts long-term investment planning, asset allocation analysis, shareholder advocacy, and third party money manager recommendations and monitoring. Enables clients to use

Contact Information

345 California St. 29th Fl. San Francisco, California, 94104

phone: view phone(866)408-2667

fax: view fax(415)445-8313


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Compliance: This information is not intended to be used as the primary basis of investment decisions. Because of individual client requirements, it should not be considered as advice designed to meet the particular investment needs of any investor.

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