Chao Zhang, CFP®, CFA® Think Different Wealth Advisors LLC

About Chao Zhang, CFP®, CFA®

Financial freedom means having the flexibility to live your life to the fullest without having to worry about money. At Think Different Wealth Advisors, I help tech professionals and physicians retire early and live better by getting to their first million dollars and beyond.

With more than ten years of experience working at multiple hedge funds, I am ready to leverage my unique insights and deep research process to make your hard-earned money work even harder for you.

I am a fiduciary, fee-only advisor who is knowledgeable, skilled in investing, responsive, willing to listen, not judgmental, and above all else, always putting your interests first. Look no further. I am ready to serve.

Please visit my website to learn more about my bio, services, and pricing.

Contact this advisor

Recently Published

Understanding RSU Taxation and Why RSUs Can Cause Massive Tax Bills

May 17, 2022

Understanding RSU Taxation and Why RSUs Can Cause Massive Tax Bills
Think Different Wealth Advisors LLC

If you work for a publicly-traded company (and sometimes private ones too), you may have received restricted stock units (RSUs) as part of your stock compensation. If your RSU compensation is significant, it can often lead to unexpectedly large bills at tax time. This article explores the taxation of RSUs, the problem with RSU tax […]

The post Understanding RSU Taxation and Why RSUs Can Cause Massive Tax Bills appeared first on Think Different Wealth Advisors LLC written by Chao Zhang.

Read the full post →

Series I Savings Bonds at 9.6% and Advanced Gift Box Strategy 

April 14, 2022

Series I Savings Bonds at 9.6% and Advanced Gift Box Strategy 
Think Different Wealth Advisors LLC

Good news! For those who have purchased Series I Savings Bonds (iBonds), the interest rate for the next 6 months will adjust shortly to 9.6%! The official rate will be announced in May, but I am highly confident in this estimate based on the observed inflation rate over the past 6 months.  If you haven’t yet […]

The post Series I Savings Bonds at 9.6% and Advanced Gift Box Strategy  appeared first on Think Different Wealth Advisors LLC written by Chao Zhang.

Read the full post →

Market Outlook April 2022

April 6, 2022

Market Outlook April 2022
Think Different Wealth Advisors LLC

The first quarter of 2022 saw inflation risk, interest rate risk, and geopolitical risk rise to the forefront. With the S&P 500 down 5% this year, is this another opportunity to buy the dip or just the beginning of a larger selloff? Vanguard recently released their 10-year asset return outlooks and projected a rather poor […]

The post Market Outlook April 2022 appeared first on Think Different Wealth Advisors LLC written by Chao Zhang.

Read the full post →

Visit the blog →

Ideal Clients

  • Gen Y/Millennials
  • Mandarin Speakers
  • Medical Professionals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1200+/qtr
  • Assets Under Management: 1.00%

SEC Records

Loading...