Our Team – Chao Zheng

Chao Zheng, CFA®
Associate Wealth Advisor

Chao’s career in the financial services industry began five years ago and he currently provides ongoing investment research and reporting support to the client service teams as an Associate Wealth Advisor.

Prior to his current position, Chao was an analyst at Calvert Research and Management specializing in socially responsible investing and ESG research within their fund research group. Prior to that, he conducted investment research, designed trading strategies, and actively engaged in operating philanthropic projects for a private foundation in Boston.

Chao earned his Master of Finance from University of Maryland Smith School of Business, and graduated from Boston University with a B.A. in Chemistry. He is currently a member of the CFA Institute and the CFA Society of San Francisco.

Chao grew up in Shenzhen, China, and now lives with his wife and son in Dublin, California. He enjoys traveling, playing basketball and tennis, and is passionate about technology and science.


COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927