Tim Kochis has over 42 years of experience in the personal financial and investment planning profession, serving clients and managing professional services firms since 1973, most recently at Aspiriant before transitioning away from the CEO and then Chairman role in 2012. He was a founder of Kochis Fitz, one of Aspiriants predecessor firms and before that, Tim was head of Personal Financial Planning for Deloitte & Touche and, before that, for Bank of America.
In 2010, the US Financial Planning Association conferred on Tim the P. Kemp Fain Award for exceptional career-long contributions to the financial planning profession. In 2006, he was awarded the inaugural Charles R. Schwab Impact Award for leadership among independent advisory firms and the University of California Berkeley Business School Extension (where he co-founded one of the industrys first academic programs and taught evening classes for 18 years) created an annual award for teaching excellence in his name. As chair of the CFP Boards Board of Examiners in the late 80s, Tim was responsible for supervising the creation of the first comprehensive examination now used throughout the profession to qualify CFP candidates.
A member of the Estate Planning Hall of Fame, Barron's ranks him among the "Top 100 Independent Advisors" in the US, and the San Francisco Business Times ranked him first among the top independent Wealth Managers. Financial Planning Magazine has twice listed him as one of the profession's "Movers and Shakers" for many years of leadership in industry organizations such as the CFP Board of Standards, the Foundation for Financial Planning, and for his founding role in the Financial Planning Standards Board (FPSB), the global certification authority for the financial planning profession, where he remains active as a current board member, having served as its Chair in 2005.
Tim's books include Wealth Management (2nd ed., 2006); Managing Concentrated Stock Wealth (2005), the 2nd Edition, with Michael J. Lewis, will be published in January 2016; and Success and Succession, with co-authors, Jay Hummel and Eric Hehman (2015). Hes recently completed the manuscript for a book on wealth management for the Chinese market, with co-author, Zhang Bei, PhD.
Tim serves on several non-profit boards: the University of San Francisco, the Asian Art Museum, and The Asia Foundation, and the 1990 Institute. He also serves on the Charles Schwab Investment Management Co.s ETF and Mutual Funds board.
Tim is a graduate of Marquette University, BA, the University of Michigan, JD, and the University of Chicago, MBA. He received a Purple Heart while serving in the US Army in Vietnam.
Tim lives in San Francisco and Santa Barbara, California, with his wife, fellow writer, and frequent muse, Penelope Wong.