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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.