Joseph Chi

Wealth Management Advisor

Joe has over 15 years of experience in the financial services industry including retail and institutional investment clients.  Prior to joining TYWL Wealth Advisors, Joe was a Sr. Private Client Advisor with BNP Paribas Private Wealth Management Group.  Previous to that he was at Oppenheimer & Co. and Commonfund Securities, Inc.  Joe has an MBA from University of Southern California and a Bachelor’s degree from University of California, Irvine.  He has passed the FINRA Series 7 and 66 exams. Joe also holds the CA Life and Health Insurance license, and is an Accredited Investment Fiduciary designee.  Joe Chi is a CFA® charterholder.