Chao Zhang (CFA, CFP®, MBA)

Chao Zhang focuses in the
following client markets or areas of practice:

  • AUM
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Investment Management--Inspired by Warren Buffett’s investing style, we believe we can add substantial value to our clients through active management and superior stock selection. We are patient, long-term, value investors. Not afraid to think differently, we are contrarians at heart.

Financial Planning--We take a comprehensive approach to financial planning that looks at all aspects of your finances, including: budgeting, debt, workplace benefits, insurance, estate planning, saving for college, tax planning, and retirement planning.

Additional Information

Chao Zhang is the Managing Member and Chief Investment Officer at Think Different Wealth Advisors LLC, a Dallas-based Registered Investment Advisor (RIA). Chao left the hedge fund industry to start Think Different Wealth Advisors because he finds great meaning in helping individuals and families live better financial lives. He has served informally as a financial advisor to his family and friends for over a decade. He is your financial coach, investment guru, master strategist, and friendly guide on your journey to financial freedom.

Having already distinguished himself in finance and investing as a college student, Chao was hired by a prestigious hedge fund into an investment role right out of college. Since then he has accumulated more than ten years of professional investing experience. Most recently, Chao worked for eight years as an equity analyst at hedge fund Nokomis Capital where he made money both buying stocks and shorting stocks. He also has experience investing in fixed income, high yield, levered loans, and derivatives from his time as an associate portfolio manager at Q Investments. He focused on researching international stocks when he was a summer associate at mutual fund company Artisan Partners.

Chao is both a CFA® charterholder and a CFP® professional. The Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ mark represent the gold standards in investment management and financial planning, respectively.

Chao graduated summa cum laude from the University of Texas at Austin with a finance major, accounting minor, and a 4.0 GPA. Again graduating with honors, he received his MBA in 2013 from the U.C. Berkeley Haas School of Business. At Berkeley, Chao served as the President of the Haas Investment Club and led a student trip to Omaha where he was able to meet Warren Buffett in person.

NAPFA Start Date

August 17, 2021

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This Office

8636 Forest Glen Dr Irving, TX 75063 Phone: (469) 324-9007