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Jing Chien, Private Wealth Advisor serving the Santa Clara, CA area - Ameriprise Advisors

Jing Chien

ChFC®, APMA

Private Wealth Advisor

Chartered Financial Consultant®
ANIMO ADVISORS

An Ameriprise Private Wealth Advisor

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. 1987, Computer Science at San Jose State University

Awards & recognition

  • ANIMO ADVISORS, Ameriprise Client Experience Award, 2020, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Ameriprise Circle of Success, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

We are passionate about giving back when we are able. My family and I volunteer as guest teachers in the city of Lijiang for underprivileged kids who don’t have the opportunity of going to school. This experience was life altering. It made me realize how fortunate we are here and that there are so many children out there that could use our help. I see how much we have and how little they have. I will continue contributing financially and also with my time. I eagerly anticipate returning soon to teach a new generation.

Interests

Family: Cameron is officially off my payroll. He graduated from SJSU with honor as a Software Engineer. Currently working at UL as a Software Developer.

Travel: One of my life goals is to visit as many countries around the world as I can. I just returned from Thailand. I rode an elephant, visited James Bond Island, got some great massages for very cheap, and met some wonderful travelers on my journey.

Future Planning: Just as I do financial planning for my clients, I too plan for my family. My new business venture with the new Team will for sure be full of excitement and of course hard work. It will be a great venture.

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Women Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!