- Wealth Management Experience Since 2004Petra Chien is a Vice President and Advanced Planner with J.P. Morgan Wealth Management. Ms. Chien joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. 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 previously a Wealth Specialist at Capital Group Private Client Services and Financial Planner for Wells Fargo Private Bank. Ms. Chien brings more than 16 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.
- Professional DesignationShe is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA) helping business owners in transition.
- EducationMs. 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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