In this episode of Portfolio Pulse, host Steven Huskey welcomes Roger Chen—financial advisor, CFA, and fractional CFO at My eCFO. With a background in risk and capital management for major institutions, Roger now helps entrepreneurs and business owners accelerate profits and scale smarter through tailored CFO services. He shares lessons from shifting from corporate giants to small and mid-sized businesses, the importance of assembling the right team, and the three key questions every business owner should ask before tackling finances on their own.