Kevin Chau is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  With over twenty-five years of experience as a financial advisor, Kevin has built his financial career by helping clients preserve and grow their wealth through asset allocation and disciplined long term investment management strategies. He earned a Bachelor’s Degree in Finance from State University of New York - Empire State College.

Kevin offers customized strategies in:
-Personal & Institutional Asset Management
-Personal Retirement Planning
-Corporate 401k and 403b
-Insurance and Estate Planning Services

Named to the Forbes "Best-in-State Wealth Advisors" list in 2023, 2022, 2021 and 2020.(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)**
*Asset allocation does not ensure profit or protect against loss in declining markets.

**Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Since the start of Kevin’s career, he has helped many physicians, senior corporate executives, and successful business owners to define and achieve their financial goals. As part of the CG Group, Kevin also focuses on managing the endowments and retirement plans for non for profit institutions. 

Kevin is very involved with his local community through philanthropic organizations. He serves on the board of trustees for Boys Hope Girls Hope of New York, Snug Harbor Cultural Center and Botanical Garden, and spends time serving as a mentor to underprivileged and at risk children.