Mike Chiou

Mike Chiou is a retired financial advisor with over 20 years of experience in wealth management, specializing in investment strategies and risk management. As a fully licensed professional with Series 7, 63, and 65 certifications, Mike has developed a deep expertise in security selection and portfolio management. His career has been marked by a commitment to delivering tailored financial solutions to high-net-worth clients, ensuring that their investments align with their long-term goals and financial aspirations.

Throughout his distinguished career, Mike Chiou has been dedicated to implementing effective risk management and hedging strategies to safeguard clients' wealth. His focus on protecting investments while optimizing returns has been a cornerstone of his approach, reflecting his comprehensive understanding of the complexities involved in financial planning. Mike became a Certified Financial Planner (CFP®) in 1999, further solidifying his commitment to the highest standards of financial advisory and client service.

Mike's professional ethos has always been centered around building and maintaining long-term relationships with his clients. He has consistently strived to offer services that are not only responsive to their immediate financial needs but also aligned with their broader aspirations and preferences. Even in retirement, Mike's legacy is characterized by his unwavering dedication to personalized and strategic wealth management, leaving a lasting impact on the clients and colleagues he worked with throughout his career.