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

What’s on the horizon for the proposed House reconciliation bill?

May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Markets

What’s on the horizon for the new House reconciliation bill?

May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
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