Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Let's Chat

Silicon Valley

Chao Zheng

CFP®, CFA®

Wealth Advisor

1550 El Camino Real, Suite 100
Menlo Park, CA 94025

Chao Zheng

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Chao Zheng

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CFA® – Chartered Financial Analyst®

About Chao

Chao works with high-net-worth families and individuals as a Wealth Advisor, and is actively involved in investment due diligence.

Chao began his career in the financial services industry in a private foundation. Prior to his current position, he worked as the Director of Investment Research and as a Wealth Advisor at Bordeaux Wealth Advisors. Chao was also an analyst at Calvert Research and Management, specializing in socially responsible investing and ESG research within their fund research group. Prior to that, he conducted investment research, designed trading strategies, and actively engaged in operating philanthropic projects for a private foundation in Boston.

Chao grew up in Shenzhen, China, and now lives with his wife and son in Dublin, CA. He enjoys traveling, playing basketball and tennis, and is passionate about technology and science.

Education and Professional Milestones

- Boston University – bachelor’s degree in chemistry

- University of Maryland Smith School of Business – Master of Finance

- Currently a member of the CFA Institute® and the CFA® Society of San Francisco

Contact Us