Chao Zheng, CFA, CFP®

Chao Zheng, CFA, CFP® is the Director of Investment Research and Wealth Advisor at Bordeaux Wealth Advisors, based in Menlo Park, California.12 He joined the firm in December 2017 and provides ongoing investment research and reporting support to client service teams.13

Chao's background includes:

Education and Certifications

• Master of Finance from University of Maryland Smith School of Business1
• B.A. in Chemistry from Boston University1
• Chartered Financial Analyst (CFA) charterholder1
• Certified Financial Planner (CFP®)1

Professional Experience

• Prior to Bordeaux Wealth Advisors, he worked as an analyst at Calvert Research and Management, specializing in socially responsible investing and ESG research13
• Conducted investment research and designed trading strategies for a private foundation in Boston1
• Started his career in the financial services industry about 8 years ago (as of 2025)1

Personal

• Originally from Shenzhen, China1
• Currently resides in Dublin, California with his wife and son1
• Interests include traveling, playing basketball and tennis, and has a passion for technology and science1

Chao describes himself as a curiosity-driven professional who loves research and leverages his strong quantitative and communication skills to deliver quality solutions for clients.2