Petra ChienPetra Chien, CFP®Executive DirectorWealth Planning Specialist
About Petra
Petra Chien is an Executive Director and Wealth Planning Associate at J.P. Morgan Wealth Management.
As a CERTIFIED FINANCIAL PLANNER® professional, Petra brings more than 20 years of experience in finance, including banking, investments and long-term planning. She supports The Tipp Bruno Group's client base of executives, business owners, entrepreneurs and real estate investors, focusing on retirement planning, risk management, asset allocation, tax strategies, business succession, charitable strategies and estate planning.
Petra joined J.P. Morgan Wealth Management in 2023. Prior to joining the firm, she was a Managing Director at First Republic, where she provided comprehensive planning for high-net-worth individuals. Previously, she was a Wealth Strategist at First Bank Wealth Management, a Wealth Specialist at Capital Group Private Client Services and a Financial Planner for Wells Fargo Private Bank.
Petra earned a B.A. with honors from the University of California, San Diego and a Personal Financial Planning certification through the University of California, Los Angeles.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowFinancial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowShould new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read NowFall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowThe importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowBeyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowThinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowInsight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now