Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com
Vice President, Annuity Advanced Markets
Focused on:
- Retirement strategies
- Financial planning tools
- Holistic financial planning
Background:
With more than 25 years in the financial services industry, Chiu has a strong background in retirement strategies and a talent for translating complex financial concepts into clear, actionable guidance for financial professionals and their clients.
Experience:
- Supports financial professionals with advanced financial planning strategies related to taxes, retirement income, and estate planning.
- Featured speaker at industry events, presenting financial planning tools and resources that help increase client engagement through holistic planning.
- Previously held positions at Equitable, Delaware Life Insurance Company, and Prudential Financial; began his career as a financial advisor.
Education, certifications, and memberships:
- B.A. in accounting from the University of Texas at Austin
- J.D. from the University of Houston Law Center
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 7, 24, and 63 securities registrations
