Chao Zhang
THINK DIFFERENT WEALTH ADVISORS LLC
Irving, TX
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CRD#: 7405406
Professional summary
Chao Zhang, CFP® is a registered financial advisor currently at THINK DIFFERENT WEALTH ADVISORS LLC located in Irving, Texas.
Chao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Chao has worked at 1 firm .
Biography
Chao Zhang is the Managing Member and Chief Investment Officer at Think Different Wealth Advisors LLC, a Dallas-based Registered Investment Advisor (RIA). Chao left the hedge fund industry to start Think Different Wealth Advisors because he finds great meaning in helping individuals and families live better financial lives. He has served informally as a financial advisor to his family and friends for over a decade. He is your financial coach, investment guru, master strategist, and friendly guide on your journey to financial freedom.
Having already distinguished himself in finance and investing as a college student, Chao was hired by a prestigious hedge fund into an investment role right out of college. Since then he has accumulated more than ten years of professional investing experience. Most recently, Chao worked for eight years as an equity analyst at hedge fund Nokomis Capital where he made money both buying stocks and shorting stocks. He also has experience investing in fixed income, high yield, levered loans, and derivatives from his time as an associate portfolio manager at Q Investments. He focused on researching international stocks when he was a summer associate at mutual fund company Artisan Partners.
Chao is both a CFA® charterholder and a CFP® professional. The Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ mark represent the gold standards in investment management and financial planning, respectively.
Chao graduated summa cum laude from the University of Texas at Austin with a finance major, accounting minor, and a 4.0 GPA. Again graduating with honors, he received his MBA in 2013 from the U.C. Berkeley Haas School of Business. At Berkeley, Chao served as the President of the Haas Investment Club and led a student trip to Omaha where he was able to meet Warren Buffett in person.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Budgeting
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Health Care
Investment Planning
Insurance Planning
Debt Management
Inheritance
Do you have an area of expertise or specialization?
AUM
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Chao Zhang's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
August 2, 2021 - Present
THINK DIFFERENT WEALTH ADVISORS LLC
RIA
CRD#: 315744
Irving, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/11/2022)
IAR
Texas(8/2/2021)
Exams
Current Firm
THINK DIFFERENT WEALTH ADVISORS LLC
THINK DIFFERENT WEALTH ADVISORS LLC
CRD#: 315744 / SEC#:
California
Registered Investment Advisory firm - (1/11/2022 Approved)Texas
Registered Investment Advisory firm - (8/2/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Allen, TX
Mailing Address
Phone number
(469) 324-9007
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 92 |
| AUM (Assets Under Management) | $ 15,568,897 |
Red Flags
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