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- Custodian
- Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 03-08-2021
- Office Locations
- 1
Office Locations
About Point4ward Financial Planning
Point4ward Financial Planning is a California RIA serving SF Bay Area professionals (30s–60s), including tech/biotech/medical talent, executives, and small business owners navigating decisions like equity comp, retirement, home purchases, and inheritances. The firm provides fiduciary, “personal CFO” financial planning and customized investment management built around values, risk tolerance, and time horizon, using tools such as Orion and RightCapital and working with Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
Keo Cal Chao
Chief Compliance Officer, Financial Planner
- CRD
- #5206791
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,076,445 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,076,445 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,076,445
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $484,590,838 | 100.0% |
| Total | $484,590,838 | 100.0% |