Tai Chu

Partner & Wealth Manager at Beaird Harris & Co

Tai Chu is a Certified Financial Planner (CFP®) with extensive experience in wealth management and financial consulting. Currently serving as a Partner and Wealth Manager at Beaird Harris since April 2023, Tai has previously held the position of Vice President and Financial Consultant at Fidelity Investments for nearly two decades, from March 2004 to March 2023. Tai holds a Master of Business Administration (MBA) in Finance and a Bachelor of Business Administration (BBA) in Finance, both obtained from the University of North Texas.

Location

Dallas, United States

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Beaird Harris & Co

Beaird Harris & Co is a certified public accounting firm that specializes in wealth management and taxation services.


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Employees

51-200

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