Tim Kao

Tim Kao, CFP®, is a seasoned financial professional with a strong background in supporting families and businesses with their financial planning needs. Starting their career as a Financial Planner at Tax and Financial Group from 2002 to 2006, Tim discovered their passion for helping clients achieve financial security. They have since held various leadership roles, including Vice President at Fidelity Investments, where they focus on empowering financial advisers. Tim has also served as Managing Partner at Park Avenue Securities and Managing Director at Prudential Financial, where they successfully led initiatives to enhance advisor development and client success. Tim earned a B.S. in Management Science (Quantitative Economics) from the University of California San Diego and participated in a global studies program through Semester at Sea.