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Vu Chau Location
San Ramon, CA, US
Vu Chau Work
2014 -now Senior Financial Representative, Principal Securities Registered Representative @
2012 -2014 Financial Advisor @
2011 -2012 Financial Advisor @
2008 -2012 Head Property Manager @ Leader Universal Housing
2008 -2010 Senior Marketing Strategist @
Vu Chau Education
University of California, Berkeley
Bachelor of Arts (B.A.) (Mathematics)
2002-2007
Vu Chau Skills
Retirement Planning
Financial Needs Analysis
401(k)
403(b)
IRAs
SEP
Disability Income Insurance
Term Life Insurance
Universal Life Insurance
Long-Term Care Insurance
Estate Planning
Supplemental Retirement Income
Business Continuation Strategies
Executive Benefits Strategies
Buy-Sell Agreements
Charitable Giving
College Funding Strategies
Key Person Insurance
Survivor Income
Pension Plans
Split Dollar Plans
Mutual Funds
Informal Business Valuation
Deferred Compensation Plans
Vu Chau Summary
Vu Chau, based in San Ramon, CA, US, is currently a Senior Financial Representative, Principal Securities Registered Representative at Principal Financial Group. Vu Chau brings experience from previous roles at Morgan Stanley, AXA Advisors, Leader Universal Housing and AirSet. Vu Chau holds a 2002 - 2007 Bachelor of Arts (B.A.) in Mathematics @ University of California, Berkeley. With a robust skill set that includes Retirement Planning, Financial Needs Analysis, 401(k), 403(b), IRAs and more. Vu Chau has 1 emails and 2 mobile phone numbers on RocketReach.
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