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
Introducing an Advanced Investment Product Advisor Course at CFFP & a presentation focusing on financial planning, expectations and strategies for different generations.
Whether buying or selling a practice, asking the right questions up front can make all the difference. Use these guides as a starting point to...
Fail to provide it and customers immediately look to competitors who will do what you won't. Download this white paper for 9 strategies to improve...
Apr 23, 2015
Clients are sometimes shell-shocked when they look at long-term care investment options. Smart advisors must be able to effectively communicate the importance of long-term care...
Apr 16, 2015
ThinkAdvisor and The Investment Center, Inc. speak about where advisors currently go wrong, how they can improve, and uncover real examples and suggestions others have...
Apr 08, 2015
Seventy percent of consumers over the age of 65 will need long term care (LTC) at some point in their lifetime. In this 60-minute...