Trusted Financial Advisor

Mr Philip F Chao CFP

Mr Philip F Chao CFP

Fortune Financial

1459 Phlox Drive, Patterson, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$500,000
Languages
Mandarin, English
License
Not Validated

Areas of Expertise

Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Planning, Retirement Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor