Walter Chao, MBA

Title(s):
Adjunct Professor
School(s):
Campus(es):
Walter Chao


COURSES TAUGHT

FI 483
Insurance Planning

EDUCATION

  • MBA, Finance, Golden Gate University
  • MS, Financial Planning, Golden Gate University

PROFESSIONAL & TEACHING EXPERIENCE

  • 2010 - Present: Adjunct Professor, Golden Gate University
  • 2003 - Present: Certified Financial Planner, Dragon Financial Group
  • 2003 - 2006: Agent, New York Life Insurance
  • 2001 - 2003: Financial Advisor, Morgan Stanley
  • 1999 - 2011: Board of Governors Chairperson, Phi Kappa Tau - Epsilon Theta Chapter

HONORS & AWARDS

  • CFP® - Certified Financial Planner
  • CLU - Chartered Life Underwriter
  • ChFC - Chartered Financial Consultant
  • CSA - Certified Senior Advisor
  • CLTC - Certified in Long-Term Care
  • LUTCF - Life Underwriter Training Council Fellow