Speaking Engagements
Philip’s unparalleled insight into the financial service industry and investment management have made him a go-to speaker at major industry events. He often serves as a moderator for panel discussions where he enjoys “bringing the panel to life.”
Philip has a passion for understanding the intricate connection between macroeconomics, geopolitics, and investing. His gift of translating complex ideas into understandable terms enables him to guide conversations with insightfulness and astute questioning when moderating panels or interviewing experts.
Philip’s opinions have been widely circulated on renowned media outlets, including InvestmentNews, advisorpedia.com, and CNBC Personal Finance & Financial Advisor — making him an influential figure in today’s market landscape.
Industry Insights
If you are looking for a captivating speaker who can provide creative insights into investing, then Philip Chao is the perfect choice. With over 30 years of experience in the financial service industry and investment management, Philip has become a renowned wealth advisor and professional speaker. His engaging talks draw on history, philosophy, and science to encourage audiences to appreciate the long-term perspective and make the most of their investment opportunities. Below are some of Philip’s key achievements that make him an exceptional speaker and advisor in the industry.
- Philip Chao is a wealth advisor and professional speaker with over 30 years of experience in the financial service industry and investment management.
- He is the founder of Experiential Wealth, Inc. and Nexus338, LLC, both of which focus on providing customized investment solutions to individuals and organizations.
- Philip is a passionate advocate for the fiduciary standard and has engaged with the Department of Labor to share his knowledge on the topic.
- He has been recognized as one of the top 100 retirement advisors by PLANADVISOR magazine in 2019.
- Philip’s insights and opinions have been featured in renowned media outlets such as InvestmentNews, advisorpedia.com, and CNBC Personal Finance & Financial Advisor.
Head of Retirement for Franklin Templeton – SPARK Forum 2023
The head of Retirement, Insurance Sub-Advisory and 529 College Savings for Franklin Templeton, Yaqub Ahmed, shares his thought about the employer sponsored retirement plan market. Qub addresses how Franklin implemented its ideas to advance the desired outcome of all workers investing for retirement.
Director of Retirement Sales Education at Franklin Templeton Shares his Experience – SPARK Forum 2023
Now the Director of Retirement Sales Education at Franklin Templeton shares his experience and what his role is in education and information regarding defined contribution retirement plan to advisors and intermediaries at the SPARK Forum 2023.
Retirement Solutions for a Changing World – SPARK Forum 2023
Moderating the opening Keynote session at the SPARK Forum 2023 with Kourtney Gibson, Sr. Executive Vice President at TIAA responsible for all core TIAA retirement business. Kourtney shares her passion and the TIAA mission for helping American workers to retire in dignity.
The SPARK Institute 2022 Forum Conversation with Manny Roman, CEO of PIMCO
On Monday, November 7, 2022, Philip had the privilege to have a one-on-one conversation with Manny Roman, PIMCO’s CEO, at The SPARK Institute, Inc. Forum in Palm Beach, FL.
Philip Chao Talks Retirement Lifetime Income on CNBC
401(k) statements will soon include “lifetime income illustrations,” which estimate the monthly retirement income generated by a lump sum of money....
