Petra Chien

Petra Chien

Advanced Planner, First Republic Investment Management
NEWPORT BEACH/CORONA DEL MAR

Petra Chien

Advanced Planner, First Republic Investment Management
NEWPORT BEACH/CORONA DEL MAR
  • Wealth Management Experience Since 2004
    Petra Chien is a Senior Vice President and Advanced Planner at First Republic Investment Management. Prior to joining First Republic in 2017, Ms. Chien provided comprehensive planning for high net worth individuals as a Wealth Strategist for First Bank Wealth Management. Prior to First Bank, she was a Wealth Specialist at Capital Group Private Client Services and Financial Planner for Wells Fargo Private Bank. Ms. Chien brings more than 17 years of experience in finance including banking, investments and financial planning. She works with executives, business owners, entrepreneurs and real estate investors. Ms. Chien focuses on retirement planning, risk management, asset allocation, tax strategies, business succession, charitable strategies and estate planning. She is a Certified Exit Planning Advisor (CEPA) helping business owners transition.
  • Professional Designation
    She is a CERTIFIED FINANCIAL PLANNER™ professional.
  • Education
    Ms. Chien obtained her Bachelor degree with honors from the University of California, San Diego and her Personal Financial Planning Certification through the University of California, Los Angeles.
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