Lighting a Path From Here
Philip Chao is an experienced public speaker and consultant with a demonstrated history of serving in a fiduciary capacity for clients’ best interests.
From discretionary portfolio management services for families to serving as an OCIO to institutions, Philip manages client assets with prudence and due care. He also serves as a plan fiduciary for benefit plans subject to ERISA.
Philip’s expertise as a distinguished retirement expert was acknowledged by PLANADVISOR Magazine as one of their top 100 advisors in 2019. His industry knowledge and valuable insights have earned him recognition in renowned media outlets such as InvestmentNews, Advisorpedia.com & CNBC Personal Finance & Financial Advisor.
“The best way to find yourself is to lose yourself in the service of others.”
– Mahatma Gandhi
Tao of Chao
Macroeconomincs, geopolitics, global finance, investments, retirement planning & more.
Speaking Engagements
Philip Chao is go-to speaker and moderator at major industry events.
News & Blog
Comprehensive quarterly commentaries summarizing the state of the industry.