S. Timothy Kochis

Kochis is the CEO of Kochis Global, a global financial services consultancy, and the former CEO and chairman of Aspiriant. Kochis has nearly 50 years of experience in personal financial and investment planning. He has been active throughout his career in setting standards for the profession, having served as president of The CFP Board of Standards and as chair of the Financial Planning Standards Board and as a trustee of the Charles Schwab Investment Management Mutual Funds and ETF’s Board. He founded a professional certification program at the University of California, Berkeley, where he was an instructor for over 18 years.