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
This complimentary case study demonstrates how a 60-year-old male client could potentially benefit from the type of retirement strategy that involves a variable annuity product.
Whether clients are fixated on the past, paralyzed by uncertainty, or terrified of potential losses, they may risk falling short of their financial goals. Learn...
Want to operate both a commission- and fee-based practice? The Hybrid RIA business model promises the best of both worlds! Get the facts now.
Dec 01, 2014
There’s more to an investment portfolio than just stocks and bonds. More specifically, there’s more staying power to a portfolio that makes room for the...
Nov 20, 2014
What is the manager of managers approach all about and why is it beneficial to retirement advisors? Attend this live virtual conference and learn the...
Nov 12, 2014
Some life events come suddenly and unexpectedly – including the loss of a job, a marriage, a loved one. And when these happen, money is...