joseph chi

Joseph Chi CFA, AIF®

626-227-9988

Wealth Management Advisor

Joe has over 14 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.