Sign In

Chao Zheng, CFA, CFP®

Director of Investment Research at Bordeaux Wealth Advisors

Chao Zheng, CFA, CFP® is the Director of Investment Research and Wealth Advisor at Bordeaux Wealth Advisors, based in Menlo Park, California.12 He joined the firm in December 2017 and provides ongoing investment research and reporting support to client service teams.13

Chao's background includes:

Education and Certifications

  • Master of Finance from University of Maryland Smith School of Business1
  • B.A. in Chemistry from Boston University1
  • Chartered Financial Analyst (CFA) charterholder1
  • Certified Financial Planner (CFP®)1

Professional Experience

  • Prior to Bordeaux Wealth Advisors, he worked as an analyst at Calvert Research and Management, specializing in socially responsible investing and ESG research13
  • Conducted investment research and designed trading strategies for a private foundation in Boston1
  • Started his career in the financial services industry about 8 years ago (as of 2025)1

Personal

  • Originally from Shenzhen, China1
  • Currently resides in Dublin, California with his wife and son1
  • Interests include traveling, playing basketball and tennis, and has a passion for technology and science1

Chao describes himself as a curiosity-driven professional who loves research and leverages his strong quantitative and communication skills to deliver quality solutions for clients.2

Highlights

Mar 19 · linkedin

While Bordeaux Wealth continues to see a drop in the stock market due to COVID-19, this environment has resulted in historically low interest rates. Earlier this week, CEO and Managing Partner Tom Myers spoke with @USAtoday to discuss the low-interest rate environment and potential for first-time homebuyers and refinancers to capitalize on lower mortgage rates. Read to learn more:https://lnkd.in/gUQ7vMP #WealthAdvisors #Homebuyers #InterestRates

Jan 12 · linkedin

Bordeaux Wealth is hiring! We are looking to hire an Associate Wealth Advisor in our Silicon Valley Office.

An Associate Wealth Advisor is an integral member of the client service team working closely with the senior professionals of the firm to deliver exceptional advice and service to clients of BWA.

The Associate Wealth Advisor will support the firm’s Wealth Advisors and Lead Wealth Advisors by providing valuable information through financial analyses, investment portfolio construction, income tax planning, and general research projects.

We strive to challenge and develop our people to grow their career. A successful Associate will eventually be given the opportunity to work directly with clients and ultimately earn a promotion to Wealth Advisor.

The ideal candidate will have 5+ years of experience in wealth management or related disciplines such as investment planning, financial planning, tax planning, and estate planning with a strong desire to build a successful long-term career in the wealth management industry.

Please send resume with cover letter to [email protected]

Related Questions

What are Chao Zheng's main responsibilities at Bordeaux Wealth Advisors?
How did Chao Zheng transition from Calvert Research and Management to Bordeaux Wealth Advisors?
What specific projects did Chao Zheng work on at the private foundation in Boston?
How does Chao Zheng incorporate his background in chemistry into his financial work?
What are some notable achievements of Chao Zheng in the financial services industry?
Chao Zheng, CFA, CFP®
Chao Zheng, CFA, CFP®, photo 1
Chao Zheng, CFA, CFP®, photo 2
Add to my network

Location

San Francisco Bay Area