Roland Chow
533 Airport Blvd., Suite 400
Burlingame
CA
94010
Professions
Financial Advisor, Company Advisor, Educator
About Me
Workshops Offered
Asset Allocation & Modern Portfolio Theory,
College Planning,
Estate Planning,
Exploring Your Options for a Quality Retirement,
Financial Blunders - Lessons We Never Learn,
First Time Home Buyers - Issues of Real Estate,
Getting Fiscally Fit,
Getting Your Financial House in Order,
Investing Basics for Women,
I.D. Theft,
Is a Roth IRA Right for You?
Legal Lessons for Life,
Life Insurance and You,
Maximizing the Right Mortgage Strategies in Today's Market,
Preparing for Long Term Care,
Real Money - Real Estate,
Refinancing Your Mortgage 101,
Reverse Mortgages,
Roth IRA - America's Next New Tax Break,
Social Security Explained,
Strategies for a Sustainable Income in Retirement,
Investment Concerns in a Fragile Market,
Budgeting
Roland is currently a Financial Planner and Portfolio Manager at Optura Advisors, a Registered Investment Advisor which specializes in evidence-based financial planning using data science and fintech (financial technologies). He is also an investor/advisor to several fintech startups. Roland has been in the financial industry for over 16 years. He was formerly the youngest founding board member and investor at Tri-Valley Bank (now Heritage Bank). He is passionate about giving back and that is the reason why he is a member of SOFA where he volunteers his time to elevate the financial literacy of his local community in an unbiased and non-sales environment.