Olivia Chen

Olivia is a distinguished professional whose journey is marked by a passion for tax preparation and planning, backed by international experience and a distinguished academic career. At Embarcadero Capital Advisors, she leads the Tax Preparation and Planning division, providing clients with strategic financial solutions, through education, financial analysis and continuous monitoring

Olivia holds an bachelor’s degree from the University of California, Irvine and earned her MBA at USC’s Marshall School of Business. She started her career in center of Hong Kong’s bustling technology industry, negotiating extremely complex commercial land development deals. Navigating through demanding, intricate financial landscapes helped hone her skills to tailoring the best solutions to each clients’ goals.

Olivia’s pursuit of excellence extends not only to her professional endeavors but also to personal challenges that push her physical and mental boundaries. Outside of work, she’s an avid runner who looks forward to races including the Los Angeles Marathon. Olivia is often accompanied through her life’s journey by her faithful dog, Koke.

As a trailblazer in the field and an enthusiast in all aspects of life, Olivia is poised to make a lasting impact on both Embarcadero Capital Advisors and the Chinese American community she engages with. Olivia is a model for continuous growth, accomplishment, and a genuine passion for both professional and personal pursuits.