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    Phillip Chao

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    Phillip Chao is a notable figure in two distinct fields, reflecting different professional paths.

    Philip Chao, CFP

    Professional Background:: Philip Chao is a seasoned leader in the wealth and investment management industry, having founded Chao & Company, Ltd. in 1990. He is recognized for advocating the fiduciary standard, which emphasizes the importance of putting clients' interests first. His expertise has made him a sought-after speaker and contributor to various financial publications, including InvestmentNews and CNBC Personal Finance.13

    Education and Credentials:: He holds a Bachelor of Science degree from the University of Southern California and has obtained several certifications, including Certified Financial Planner (CFP) and Accredited Investment Fiduciary Analyst (AIFA) credentials. In 2019, he also completed Premier Certificates in FinTech from Harvard University.1

    Current Role:: As the Managing Member and Chief Investment Officer (CIO) at Chao & Company, he continues to provide tailored financial advice to individuals and institutions while promoting best practices in investment management.13

    Phillip Chao, Young Entrepreneur

    Professional Background:: Another Phillip Chao, a 17-year-old entrepreneur and actor, is known for his involvement in startups and technology. He is currently a senior at Arcadia High School and has participated in hackathons as a UI/UX designer. His entrepreneurial activities include marketing websites, investing in cryptocurrency, and reselling products online.2

    Acting Career:: In addition to his entrepreneurial endeavors, he has appeared in commercials and films, showcasing his versatility as both an actor and a business-minded individual.2

    In summary, while both individuals share the same name, they are distinguished by their unique contributions—one in financial services and the other in entrepreneurship and acting.

    Highlights

    Nov 14 · USA TODAY
    Ghosts of Honolulu: A Japanese Spy, a Japanese American Spy Hunter, and the Untold Story of Pearl Harbor - USA TODAY
    Aug 8 · philipchao.us
    Tao of Chao Podcast - - Philip Chao
    Jul 20 · Foreign Policy
    The Go-To Summer Reading Guide for National Security Wonks - Foreign Policy
    Mar 1 · advisorpedia.com
    Philip Chao - Advisorpedia
    Aug 19 · youtube.com
    An Undiscovered Career Path | Phillip Chao | TEDxYouth@Walnut

    Related Questions

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    Phillip Chao
    Phillip Chao, photo 1
    Phillip Chao, photo 2
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    Location

    United States
    Location