Board of Directors

Chau Lai Kilbildis, CFP®, ChFC®

Role
As a Senior Advisor at Pacific Advisors, Chau helps potential clients understand their current financial position while envisioning and clarifying their Life Vision. As a macro-economic financial strategist, Chau helps clients apply the principles of economics to their personal finance in order to help build, protect, enjoy and conserve wealth for themselves, their family and the causes their care about.

Unique Ability
She grounds clients in their financial realities to build on life's possibilities. She helps them to grasp the significance of our time on this planet and the power they have to effect change in the world for future generations. She partners with clients to magnify the value of their work through the medium of wealth creation.

Background/Experience
Began work in the financial services industry in 1997. She has specialized in helping dental professionals, medical professionals and entrepreneurs make informed personal and business financial decisions. She works with nearly 600 dental professionals and their key advisors to develop comprehensive financial models which encompass the areas of cash management, risk management, investment planning, retirement planning, business planning and estate planning. Chau has served as the Disability Income Specialist for the University of California at Los Angeles School of Dentistry since 1999.

Licensing
Insurance licensed in Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana,Maryland, Michigan, Minnesota, Nebraska, New Jersey, New York, Nevada , Ohio, Oregon, Texas, Utah, Virginia, Washington and West Virginia.

Education
Bachelor of Arts degree in Economics - University of California at San Diego
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation earned through the American College, Bryn Mawr (PA) Chartered Financial Consultant (ChFC®) designation earned through the American College, Bryn Mawr (PA)
Investment Advisory Representative
Series 7 Registered
Graduate of Business Professionals’ Course
Advisor Member of Philanthropy International
Pursuing following designation: Charted Life Underwriter (CLU®)

Kolbe Index
4 8 8 1 Connector– Chau partners with clients and other advisors to design financial strategies that enhance her clients’ wealth building potential.

Our clients live abundant lives. They create lasting legacy in the way they live, love and contribute.