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.


Lee Chen

Senior 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
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SD
  • TN
  • TX
  • VA
  • WA


  • BA, International Business , San Diego State University


  • 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

Email Me

Why does A.I. in space matter?

Outlook on interest rates

Our Process

Our Process

Sitting on ledge outside store

Workplace Wealth Solutions

Creating a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager