Philip Chao, CFP, AIFA
Principal and Founder
Chao & Co., Ltd.
Philip Chao, CFP, AIFA, founded Chao & Company Inc., Ltd., an independent SEC Registered Investment Advisor and an employee benefits consulting firm, in 1990. Based in Vienna, Va., the firm offers investment advice primarily to ERISA plan sponsors, corporate clients and non-profit organizations. Mr. Chao also serves as an independent trustee for health and welfare trusts. On a selective basis, Chao & Co. also offers investment advice and management to high net worth individuals and families.
Smith-Goldman: A Poignant Case Study on the Fiduciary Debate
By Philip Chao, CFP, AIFA | April 12, 2012
Learn how advisors like yourself have approached this important life decision. Get specific steps and tangible action plan items now.
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Join MetLife in an informative seminar that will help you grow your business and provide a differentiating client experience.
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