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.

I'm Will Chau, 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, I deliver high-touch service tailored to your individual financial story.  I believe in active portfolio management, comprehensive financial planning, and putting my clients first. No cookie-cutter advice. No sales pitch. Just real strategy with real people who care.

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

Why work with me?

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

• Active Management, Not Passive Guessing: We will meet as needed to stay aligned with your goals

• Client-Centric: I treat you like family—because this is personal.

Start Your Financial Strategy Today. Let's connect for a no-obligation strategy session. You bring the goals—I'll bring the roadmap.

Since 2011, I've had the privilege of helping individuals and business owners bring clarity to their financial lives. I specialize 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 me—it's my lifestyle. I get 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.

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

I'm also a husband and father of two, living in the Bay Area with my beautiful wife Tiffany and our wonderful children, Athena and Marcus. When I'm not deep in economic forecasts or strategizing portfolios, you'll find me learning —pushing myself to grow mentally, spiritually, and professionally.

My 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? Let's Talk. Book your complimentary consultation now and take the first step in your financial journey.

My Services Include:

• Wealth Management:  I don't just track the markets—I interpret them, make calculated moves, and work to keep your portfolio aligned with your risk profile, goals, and changing economic conditions.

• Retirement Planning:  Retirement should be a destination with no surprises. Let's work together 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, I help business owners protect, grow, and transition their wealth—without missing the details that matter.

• Insurance & Risk Management: I evaluate 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, I build comprehensive, tax-aware strategies that adapt as your life evolves.