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Joseph Chi CFA, AIF®
626-227-9988Wealth 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.