Newport Beach, California

520 Newport Center Drive, Suite 700
Newport Beach, CA 92660

PHONE NUMBER: 949.660.0080
TOLL-FREE: 888.773.8099
FAX NUMBER: 949.720.0042

Wendy C. Chen
Senior Vice President

Wendy Chen is a senior relationship manager in CIBC Private Wealth Management's Newport Beach office, with 18 years of industry experience. In this role, her primary focus is to manage client relationships and implement strategies designed to help clients achieve their financial goals.

She also works closely with clients and their advisors to create and implement tailored wealth management solutions and contributes to several of the firm’s employee engagement and women’s initiatives.

Wendy earned a Bachelor of Arts degree in legal studies from the University of California, Berkeley and volunteers with the German Shepherd Rescue of Orange County. Additionally, she sits on the advisory board for the Center of Investment and Wealth Management at the University of California, Irvine's Paul Merage School of Business.

 
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.