Fun Facts:
His college diploma features Arnold Schwarzenegger’s printed signature from his time as governor of California
His household has an open budget when it comes to buying books for his children
He is determined to teach his kids how to drive a stick shift
Hao B. Dang
CFA
Investment Strategist
Hao serves as the Investment Strategist at Consilio Wealth Advisors, where he designs portfolios aligned with clients’ goals using a disciplined, research-driven approach. He evaluates global economic developments and investment opportunities, translating complex market information into clear, actionable portfolio decisions.
Hao earned a Bachelor’s Degree in Finance and a Master’s Degree in Entrepreneurship and Global Business from Sacramento State University. In 2023, Hao became a CFA charterholder, further propelling his investment knowledge and passion. During college, he worked in analytical roles for large corporations, building a strong quantitative and business foundation. He began his career as a financial advisor at Edward Jones before joining a firm that provided investment services to independent financial advisors and banks, where he deepened his experience in portfolio construction and advisory support.
Outside of work, Hao enjoys reading both fiction and non-fiction and is an enthusiastic supporter of lifelong learning, as well as a fan of science fiction and Lego building.