Steve Chen
Steve Chen
About
Detail
Founder & CEO
San Francisco, California, United States
I'm an entrepreneur in San Francisco building a new way to help anyone get on a path for Financial Independence as the founder & CEO of Boldin (formerly NewRetirement). We've built the "TurboTax" for financial planning and are creating a platform spanning SAAS, classes, coaching and CFPs for consumers, advisors and companies. If you check out our work - all feedback is welcome!
Some career highlights:
1) paper boy, ski patrol, pizza delivery guy, resident assistant, gym medical tech
2) got a Secret clearance in college and worked on Trident submarine passive navigation systems
3) consulted with banks, brokerages and insurance companies in the US and EU
4) co-founded a VC backed company that raised $40M and filed to go public (got sold)
5) bootstrapped a profitable 7 figure consulting firm & a separate performance marketing firm
Specialties: consumer Internet, performance-based marketing, software as a service, product, team building, financial services, education, life cycle finance.