anita-fong-chao
 

 

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

 

 

919 RESERVE DRIVE, SUITE 111, ROSEVILLE, CA 95678 | 916-960-5900 | [email protected]