Financial planning and beyond

Mountains in the desert

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Windmill

Lee Chen

First Vice President–Wealth Management

Financial Advisor

Lee holds a degree in International Business from San Diego State University. Lee has been a Global Wealth Manager for over 25 years. His experience and knowledge in Wealth Management for US Clients as well as Nonresidents and Offshore Corporations allow the team to expand their reach of professional advice. Lee specializes in retirement income planning and structured investments. He specializes in annuities, structured products, cash management for Private Wealth as well as small to mid-size corporations and organizations.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • HI
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • TN
  • TX
  • WA

Education

  • BA, International Business , San Diego State University

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Cash management
Financial planning
Retirement planning
Estate planning strategies
Structured products
Business Owners
International Business
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-8266

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Retirement planning

Retirement planning

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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