A complete list of active advisors currently associated with WealthQuant Advisors

Warmer can help you find a great advisor at WealthQuant Advisors or one who fits your needs even better.

WealthQuant Advisors provides fee-based comprehensive financial planning and discretionary investment management to individuals, business owners, qualified retirement plans, and other entities. Its planning services include two tiers of written plans with a business add-on for owner-specific tax, succession and retirement-plan design, as well as project-based hourly consultations. The firm constructs custom portfolios using fundamental, technical and cyclical analysis and may employ ESG, value, tactical, custom indexing and options strategies as appropriate, and it may recommend unaffiliated third‑party managers and managed account programs while maintaining ongoing oversight. WealthQuant also provides pension consulting and participant fiduciary advice for qualified plans and periodically sponsors financial education seminars and workshops for clients and plan participants. Distinctive features include an affiliated insurance business whose representatives are licensed to sell life, health and accident products and may receive commissions, a practice of referring clients to alternative asset managers and selecting other advisers, and the availability of both fixed‑fee planning engagements and hourly project work. The founder’s quantitative and engineering background is reflected in the Wealth+ offering, which emphasizes equity‑compensation planning, concentrated‑stock diversification and pre‑IPO or liquidity‑event planning; the firm does not act as a private fund adviser.

To learn more about the advisors currently working at WealthQuant Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ginger Chien	San Francisco, CA	0

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