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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December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowMaximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
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