Get to know William Chau

Maintaining one's current standard of living in retirement is a common goal that many American workers have when nearing their golden years. Yet, it is easier said than done. My job is to help you better understand your financial risk tolerance and how it ties into the current economic environment so that together we can map out a plan to help you steer through retirement with financial clarity.
 
I have been in the financial services industry for 10 years. I joined Principal in 2014 and specialize in retirement planning and wealth management. For me it's not just a job, it's a lifestyle. I can't wait to jump out of bed every morning for the prospect of either being able to solve a client's retirement roadblock or making sense of the day's market directions and economic landscape. Every day is a new day for me, one that I am excited to learn from and grow with. I enjoy what I do, and I am excited for the opportunity to share my knowledge and experience to help add value to your life and retirement goals.
 
EDUCATION & CREDENTIALS 
  • Graduate of UC Berkeley - Bachelor of Arts degree in Mathematics with an emphasis in Statistics
  • FINRA Series 7 & 66 Securities Registrations
  • CA Life and Health Insurance License #0H60573
  • MDRT Court of the Table 2022
My wife, Tiffany and I have two children, Athena, and Marcus. We currently reside in Bay area where I am active in the community.  I'm an avid subscriber to Tony Robbins and Michael Brody-Waite. I believe in growing personally and mentally every day, in that I aim to wake up every morning looking to do five extraordinary things.
 
 
 
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