ANITA FONG-CHAO, CFP®, AIF®, FAMILY WEALTH MANAGEMENT ADVISOR, PARTNER
VIEWPOINT - ROSEVILLE
I have worked as a financial advisor since 2005, joining Viewpoint in 2017. I believe in a holistic approach to financial planning, which involves the process of developing a financial purpose for clients’ assets by aligning financial responsibilities and goals with personal values. I am interested in having deep, intimate client-advisor relationships based on communication, respect, and trust.
I enjoy spending time with my husband and two children and creating memories and traditions with my extended family in Sacramento, which includes 20 cousins and their attendant parents and children. My favorite activities are yoga, gardening, and reading non-fiction books—mainly biographies.
I am fluent in Cantonese, and I enjoy learning about other cultures.
CERTIFIED FINANCIAL PLANNER™ Professional
FINRA Series 7 and 66 securities registrations held through Commonwealth Financial Network
Accredited Investment Fiduciary
BS, Textiles Marketing, University of California, Davis
CA Insurance License #0F31388