ADV PART 2B - ROGER G. CHEN

This brochure supplement provides information about Roger G. Chen that supplements the MYeCFO, LLC brochure. You should have received a copy of that brochure. Please contact Roger G. Chen, Financial Adviser if you did not receive MYeCFO, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Roger G. Chen is also available on the SEC’s website at www.adviserinfo.sec.gov. MYeCFO, LLC d/b/a MYeCFO Form ADV Part 2B – Individual Disclosure Brochure for Roger G. Chen Personal CRD Number: 7888385 Investment Adviser Representative Located in New York, NY MYeCFO, LLC 6020 La Jolla Hermosa Avenue La Jolla, California 92037 (650) 231-4609 martin@myecfo.com UPDATED:03/11/2024  Item 2: Educational Background and Business Experience Name: Roger G. Chen Born: 1971 Education Background and Professional Designations: Education: BS Mathematical and Computational Science, Stanford University - 1993 MBA Finance, UCLA Anderson School of Management - 2000 Designations/Certifications/Licenses: CFA – Chartered Financial Analyst The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals. There are currently more than 90,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. High Ethical Standards The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charterholders to: • Place their clients' interests ahead of their own • Maintain independence and objectivity • Act with integrity • Maintain and improve their professional competence • Disclose conflicts of interest and legal matters Global Recognition Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today's quickly evolving global financial industry. As a result, employers and clients are increasingly seeking CFA charterholders-often making the charter a prerequisite for employment. Additionally, regulatory bodies in 22 countries and territories recognize the CFA charter as a proxy for meeting certain licensing requirements, and more than 125 colleges and universities around the world have incorporated a majority of the CFA Program curriculum into their own finance courses. Form ADV 2B Version: 2/24/2026 1  The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning. The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession. To learn more about the CFA charter, visit www.cfainstitute.org. PRM – Professional Risk Manager The Professional Risk Manager (PRM) Designation is a globally recognized, graduate-level risk management credential. Today's Risk Professionals are expected to know and understand industry best practices and be committed to using them. There is no better way for risk managers to show their commitment than by proving that they have the knowledge, skills, and qualifications to back their experience. The PRM Program is a series of certification exams, designed to measure the knowledge of professional risk managers and ensure they meet a specific performance standard in their profession. Endorsed by leading university programs and industry firms, it is the global standard for risk management professionals. Built by a broad coalition of industry leaders to reflect the mission objectives of the association and to establish the leading form of education, validation and certification in the Risk Management profession, the PRM counts candidates from over 100 countries, more than any other risk certification program, anywhere. Individuals with the PRM designation have demonstrated their knowledge and understanding of: the classic finance theory underpinning risk management the foundations of risk measurement the foundation of option theory financial instruments and their associated risks and uses the daily form and function of trading markets risk management best practices lessons learned from failed systems and practices and major risk events • • • • • • • • best practices of governance, conduct and ethics To learn more about the PRM designation, visit www.prmia.org. Business Background: Form ADV 2B Version: 2/24/2026 2  03/2024 – Present Investment Advisor Representative MYeCFO, LLC 06/2023 - Present Executive Risk Consultant Milliman 08/2010 – 03/2023 Vice President New York Life Insurance Company 11/2008 – 08/2010 Senior Manager Ernst & Young LLP 11/2006 – 11/2008 Project Manager AIG 06/2003 – 11/2006 Senior Manager Ernst & Young LLP 06/2002 – 06/2003 Product Manager Bullrun Financial 08/2000 – 06/2002 Associate Bank of America 09/1998 – 06/2000 MBA Student UCLA Anderson School of Management 11/1997 – 07/1998 Assistant Vice President Bay View Capital Corporation 02/1994 – 10/1997 Associate Project Manager FICO Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Form ADV 2B Version: 2/24/2026 3  Roger G. Chen is not engaged in any investment-related business or occupation (other than this advisory firm). Item 5: Additional Compensation Other than salary, annual bonuses, or regular bonuses, Roger G. Chen does not receive any economic benefit from any person, company, or organization, in exchange for providing clients advisory services through MYeCFO, LLC. Item 6: Supervision Roger G. Chen is supervised by the owners and managing members of MYeCFO, LLC, Martin Raul Curiel and Michael Robert Munson. Together they supervise all duties and activities of the firm. Roger G. Chen’s contact information is on the cover page of this disclosure document. Roger G. Chen adheres to all required regulations regarding the activities of an Investment Adviser Representative and follows all policies and procedures outlined in the firm’s policies and procedures manual, including the Code of Ethics, and appropriate securities regulatory requirements. Form ADV 2B Version: 2/24/2026 4