30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®

Update: 2024-09-03

Description

On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth.

Join them as they discuss:

The evolution of the advisory landscape over three decades
The importance of upholding the fiduciary standard
Remaining fiercely independent in an evolving industry
Seven traits to look for when hiring an advisor
The “next American renaissance”

Philip Chao founded Experiential Wealth (formerly Chao & Company) in 1992 to provide families and institutions with independent and thoughtful investment management and financial advice. His founding mission is to advocate for his clients and deliver the highest level of care in assisting clients in realizing their long-term financial objectives and outcomes. As the Principal of Experiential Wealth, Philip is the firm’s Chief Investment Officer setting customized investment guidelines and adopting forward-looking capital market assumptions in constructing portfolios for the firm’s wealth management and institutional clients. Philip is also a passionate supporter of and advocate for the fiduciary standard; he is the founder and managing member of Independent Fiduciary Services, providing directed trustee services to health and welfare trusts.

Harbor Capital Details

Harbor Capital Website
Harbor Capital on LinkedIn
Harbor Capital on Youtube
Host Bryan Moore on LinkedIn

Guest Details

Philip Chao on LinkedIn
Experiential Wealth on LinkedIn
Experiential Wealth Website

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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