As a Client Service Associate, Caleb Chen provides operational support and exceptional client service for all Overland & Shanahan clients. Caleb is always willing to go “above and beyond” to ensure that each client request is handled in a timely and proper manner. His welcoming personality and warm smile are also the first things clients experience as they engage with our office- either in person or over the phone.
As a graduate from San Diego State University (SDSU) with a Bachelor of Science degree in Finance, Caleb provides team members and clients with timely and incomparable service. Caleb’s commitment to excellence and continuous learning is exemplified by his pursuit of a Master’s degree in Financial and Tax Planning at San Diego State University. Additionally, Caleb is the Vice President of SDSU’s Professional Affairs for the Financial Planning Association.
Originally from Taiwan, Caleb is bilingual in English and Mandarin. Distinctly qualified to assist those from diverse cultural backgrounds, Caleb serves as a Student Mentor for incoming international students at SDSU. He is an active volunteer at Challenged Athlete Foundation and San Diego Humane Society. In his free time, you can find Caleb working out at the gym, snapping photos with his Nikon DSLR, or out Salsa dancing.