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

Education

  • 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

Your 401(k)'s lifetime income illustration

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights