Philip Chao, CFP

Managing Member & CIO

Philip Chao has been a leader in the wealth and investment management industry since 1990. Philip is a fervent champion of the fiduciary standard and its crucial role in safeguarding clients’ interests. With unwavering dedication, he has engaged DOL staff to share his knowledge regarding ERISA’s definition for such an important responsibility. His commitment to always place the client first stands as testament that loyalty and due care are paramount considerations when entering any relationship with them.

Philip’s curiosity, knowledge, and years of experience in the investment management and retirement consulting industry make him a sought-after speaker at industry events. His opinions and writings often appear in InvestmentNews, Advisorpedia.com, CNBC Personal Finance, and Financial Advisor, among other industry news outlets. PLANADVISOR magazine named Philip one of the top 100 retirement advisors in 2019.

Philip is a University of Southern California graduate with a Bachelor of Science Degree. He received his Certified Financial Planner certificate in 1991, completed his Accredited Investment Fiduciary Analyst training from the Center for Fiduciary Studies and the University of Pittsburgh Katz School of Business Center in 2006, and received Premier Certificates in FinTech from Harvard University in 2019.