Spring Chen

CLASSICCPA

IRVINE, CA

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CRD#: 8185711

Professional summary

Spring Chen, who also goes by Chunhong Chen, is a registered financial advisor currently at CLASSICCPA located in Irvine, California.

Spring is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Spring has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Chunhong Chen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Orange County Assessment Appeals Board (Not Investment-Related) Address: 333 W. Santa Ana Blvd., Santa Ana, CA 92701 Ms. Chen serves as a Board Member of the Orange County Assessment Appeals Board, a local government body that hears property tax assessment appeals. This position is not investment-related. She began this role in 2017 and receives W-2 compensation from the County of Orange. Ms. Chen devotes approximately 16-20 hours per month to this activity, including approximately 10-15 hours during normal securities trading hours. Her duties include participating in hearings and reviewing property valuation evidence. This position does not involve providing investment advice or securities recommendations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spring Chen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 23, 2026 - Present

CLASSICCPA

RIA

CRD#: 339515

IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/17/2026

Uniform Investment Adviser Law Examination

Current Firm

CLASSICCPA

CLASSIC CAPITAL PLANNING ADVISORS | CLASSICCPA

CRD#: 339515 / SEC#:

California

Registered Investment Advisory firm - (3/23/2026 Approved)

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Contact information

Main Address

Irvine, CA

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Spring Chen

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spring Chen's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLASSICCPA

State Registrations and Notice Filings

Exams

Series 65

Date: 1/17/2026

Current Firm

CLASSICCPA

Contact information

Documents

Red Flags

Company Information

CLASSICCPA

TRUST BUT VERIFY

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