skip to main content
Main Menu
Website Logo
  • About Us
    • About New York Life
    • My Background
  • Products & Services
    • Products
    • Our Services
    • Advanced Planning Resources
  • Resources
    • Business Solutions
    • Calculators
    • Articles
    • Life Stages
    • Tax Resources
    • Videos
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us
    My Background

My Background

Kevin Chen, LUTCF, CLTC

Based in San Dimas, California, Kevin Chen, Financial Services Professional, is an Agent for New York Life Insurance Company and Registered Representative for NYLIFE Securities LLC.  He is responsible for sales, service and relationship development with clients in Pasadena, Greater San Gabriel Valley area thru Southern California, as well as Bakersfield, California.

New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance company in the United States and one of the largest life insurers in the world. It is a provider for life insurance products, retirement plan products, and services. Kevin Chen has acquired more than 30 years’ experience in the financial services industry, all of them with New York Life.  Kevin has also been a member of the New York Life Council^ 21 times. Membership is awarded to agents who performed at the highest level annually.  Kevin also is a Life Member of the Million Dollar Round Table*. Kevin Chen holds CA Insurance license #0729118.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

^Council is an annual company recognition program based on agent production from July 1- June 30.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Website Logo
  • About Us
    • About New York Life
    • My Background
  • Products & Services
    • Products
    • Our Services
    • Advanced Planning Resources
  • Resources
    • Business Solutions
    • Calculators
    • Articles
    • Life Stages
    • Tax Resources
    • Videos
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us
Disclosure

Kevin Chen is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Kevin Chen (AR Insurance License #996686) (CA Insurance License #0729118).

Kevin Chen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 140 Via Verde Ste 200, San Dimas, CA 91773, 626-372-0827. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices