Petra ChienPetra Chien, CFP®
Executive Director, Wealth Planner

About Petra

Petra Chien is an Executive Director and Wealth Planner covering the West Coast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.

As a CERTIFIED FINANCIAL PLANNER® professional, Petra brings more than 20 years of experience in finance, including banking, investments and financial planning. She works with 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

Markets

All eyes on DC: 3 things investors should watch

June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Cybersecurity

AI tools and your privacy: What you need to know

June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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