Steven Chau, CFP® Know Your Worth Financial

About Steven Chau, CFP®

I’m Steven Chau, owner of Know Your Worth Financial and a CERTIFIED FINANCIAL PLANNER™.

Know Your Worth Financial was started to help immigrants and young minority professionals achieve financial independence in an increasingly complex financial environment. We help clients achieve this by simplifying personal finance and by offering a safe space for people to talk openly about money and get the tools necessary to build a thriving financial future.

Growing up in Arizona as a second-generation Chinese-American, outside of being told just to “save more and spend less”, conversations around money didn’t get much more complex. It wasn’t until I started my career in finance that I learned how underprepared my generation was when it came to personal finance.

During my decade in the financial services industry, I observed a woeful lack of attention paid towards millennials and minority communities. As I progressed in my career, traditionally firm prerequisites like net worth and investable made it more and more difficult to help the people I was closest to.

I started Know Your Worth Financial to move away from that traditional structure and work with more people like you.

I hope you enjoyed learning a little bit about me.

I look forward to meeting you and learning about your journey!

Contact this advisor

Ideal Clients

  • Gen Y/Millennials
  • Immigrants
  • Minorities
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $225+/engagement
  • AUM: 0.60%

SEC Records

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