Lily H. Chen
Senior Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Lily H. Chen

As a Senior Wealth Advisor, with 24 years' experience, I am focused on helping my clients achieve what matters most to them in life. Your situation and priorities will be at the center of our decision-making process and will guide the strategies that we implement to help you reach your financial goals with highest level of services and professional integrity. If you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

Small and mid-sized business owners look to me for help with tax efficient strategies for their business retirement plans including Sep IRA, 401k, profit sharing and defined benefit plans. Whether you are seeking tax-deferred growth for your personal retirement portfolio or an attractive employee benefit plan for your business, I can help you navigate the array of choices.

I work with clients to address most if not all of their financial needs including investment management, life insurance and long-term care insurance planning, annuities, trust and estate planning.

I earned my bachelor's degree in Economics from Fu Jen Catholic University in Taiwan and my MBA in International Finance from Thunderbird School of Global Management. I am fluent in English, Mandarin and Taiwanese.