Lee Chen
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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.

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Windmill

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

Lee Chen

Education

  • BA, International Business , San Diego State University

Credentials

  • Private Wealth Advisor

Lee Chen

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

Lee Chen

251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

lee.chen@ubs.com
Lee Chen
251 South Lake Avenue,Pasadena,CA,91101

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

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

Email Me

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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.

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As of 06/30/2024

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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