Chelsey Davene Frate

Financial Advisor

Chelsey is a Financial Advisor with Torrey Pines Wealth Management. Prior to joining TPWM, Chelsey worked exclusively as a Wealth
Planning Associate, developing a reputation for working with advisors and affluent clients to create plans that delivered cus tomized
advice and solutions. Prior to joining UBS, Chelsey was an Analyst in the Capital Markets Group at Citizens Bank in Boston.

Chelsey earned a A.B. in Economics from Harvard College along with a citation in French. While at Harvard, she was a member of the
varsity lacrosse team and co-captain during her senior year.

Chelsey lives in Point Loma with her husband, Danny, and English Bulldog, Flash. In her spare time, she enjoys volunteering with
Helen Woodward Animal Center in their PET Therapy Program. She spends time traveling to different centers around San Diego wi th
Flash interacting with the patients, residents, family and staff members.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IN
  • LA
  • MN
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
12220 El Camino Real
Suite 400
San Diego, CA 92130

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DeNeen Avina

Senior Client Service Associate

DeNeen is responsible for managing the team's operations and is involved with all aspects of maintaining our wealth management practice.

DeNeen has 25 years in the financial services industry, beginning as an office assistant in 1993.  Since then, she has worked with an independent brokerage firm for 15 years where she helped build a thriving practice.  She moved to Morgan Stanley in 2008 to assume a more client-service oriented role.  In 2017, DeNeen joined UBS and serves the team as a Senior Registered Client Service Associate- responsible for orchestrating the daily administrative and operational aspects of the practice and assisting with marketing and planning activities for the team. 

DeNeen grew up in San Diego and enjoys boating and other water activities.  She is recently married and has three grown daughters and three grandchildren.     

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • NV
  • PA
  • SC
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me