30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®
September 3, 2024
On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Having started Experiential Wealth in 1992, Philip emphasizes his mission to advocate for his clients and the importance of remaining fiercely independent in a changing industry. He explores his passion for the fiduciary standard and serving in various fiduciary capacities, as well as the qualities that make a good advisor. Philip also discusses his views on the “next American renaissance”.
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.
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Guest Details
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