Will Chau, AIF®

Welcome to a financial relationship built on trust, strategy, and a relentless commitment to your goals. Whether you're a high-net-worth individual, business owner, or someone ready to take control of your financial future, I am here to help.

Will Chau is a financial advisor who lives and breathes markets, math, and meaningful financial outcomes. With access to other professionals from experienced financial professionals, CPAs, estate planners, compliance professionals, and a rockstar assistant, Will delivers high-touch service tailored to your individual financial story.  He believes in active portfolio management, comprehensive financial planning, and putting clients first. No cookie-cutter advice. No sales pitch. Just real strategy with real people who care.

Let Will help you turn your wealth into what it's meant to be: a tool for financial confidence and your legacy.

Why work with Will?

• Integrity First: Every recommendation is made with your best interest in mind. No shortcuts.

• Active Management, Not Passive Guessing: You will meet with Will as desired to stay aligned with your goals

• Client-Centric: Will treats you like family—because this is personal.

Start Your Financial Strategy Today. Connect with Will for a no-obligation strategy session. You bring the goals—he'll bring the roadmap.

Since 2011, Will has had the privilege of helping individuals and business owners bring clarity to their financial lives. He specializes in retirement planning, wealth management, and financial strategy, all grounded in economic data, market behavior, and, most importantly—your personal goals.

This isn't just a job to him—it's his lifestyle. He gets excited about market trends, political shifts, and the mathematical intricacies behind portfolio strategies. Every day is an opportunity to solve financial puzzles, help build financial futures, and have meaningful conversations with great people.

Will graduated from UC Berkeley with a Bachelor of Arts in Mathematics and holds FINRA Series 7 & 66 securities registrations along with Life and Health Insurance licenses. Will joined Principal^® in 2014, a Fortune 400 Company in business for 145 years known for expertise, innovative ideas and tailored solutions. 

Will is also a husband and father of two, living in the Bay Area with my beautiful wife and their wonderful children. When he is not deep in economic forecasts or strategizing portfolios, you'll find him learning —pushing himself to grow mentally, spiritually, and professionally.

Will's mission is simple: to help you live life on your terms, with the confidence that your finances are aligned with your values.

Ready for Clarity? Book your complimentary consultation now and take the first step in your financial journey.

Will's Services Include:

• Wealth Management:  Will doesn't just track the markets—he interprets them, makes calculated moves, and works to keep your portfolio aligned with your risk profile, goals, and changing economic conditions.

• Retirement Planning:  Retirement should be a destination with no surprises. Work together with Will to create a plan that makes sense mathematically, emotionally, and personally—so you can enjoy life with clarity.

• Business Owner Strategies:  From succession planning to tax-efficient strategies, Will helps business owners protect, grow, and transition their wealth—without missing the details that matter.

• Insurance & Risk Management: Will evaluates your current risks and offer customized insurance solutions to help protect your family, assets, and business legacy.

• Collaborative Financial Planning:  With access to a team of other experienced financial professionals, estate attorneys, CPAs, compliance professionals, Will builds comprehensive, tax-aware strategies that adapt as your life evolves.