Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young woman airport

Debi Chen

Account Vice President

Financial Advisor

The foundation of my practice is rooted in providing unparalleled wealth management services with Integrity, Honesty, Hard Work, Confidentiality and Transparency.  As your trusted financial advisor, I am committed to support you and your family in creating choices for your financial security and personal growth to prepare you for tomorrow's opportunities and life changing events.

"I am also committed to quality client service and the following principles of professionalism"

  • Make my client's interest paramount
  • Focus on long term relationship
  • Be realistic with client's needs and goals
  • Respond to inquiries quickly and efficiently
  • Treat each other with respect and courtesy


Personal & Community

  • Member of the Portola Neighborhood Association
  • National Association of Professional Women; California Asian Women Business League
  • Languages - English, Chinese (Cantonese/Mandarin/Taishanese)
  • My hobbies include traveling, gardening, ping pong and watching baseball
  • My husband and I reside with our two children and two dogs in San Francisco, California


Registered States:
  • CA
  • GA
  • HI
  • MA
  • NJ
  • NY
  • TX


  • BA, San Francisco State University
  • AA, City College of San Francisco
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 955-9889

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation


Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager