Huang-Chao  Zhao,  CFP<sup>&reg;</sup> - Financial Advisor

Huang-Chao Zhao, CFP®

120 Madison St Ste 810
Syracuse, NY 13202
FINANCIAL ADVISOR'S WEBSITE
(315) 396-0083

General

Huang-Chao Zhao is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Syracuse, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NY, NJ
  • Health/disability insurance: NY, NJ
  • Fixed annuities: NY, NJ

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Disaster Recovery, Estate Planning, Getting Divorced, Limited Partnerships, Getting Married, Identity Theft, Real Estate, Insurance, Job Loss, Startup, Life Planning, Retirement, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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