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Chao Zheng, CFA, CFP®
Director of Investment Research at Bordeaux Wealth Advisors
Chao Zheng, CFA, CFP®, is a professional with a diverse background rooted in science, intertwined with finance, and branching out into technology. With a keen eye for research and a passion for problem-solving, Chao excels in delivering high-quality solutions that meet the needs of both clients and employers. Committed to maintaining composure, fostering team spirit, and upholding high standards, Chao is a standout in the field.
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Location
San Francisco Bay Area
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