Vice President, Portfolio Consulting, Strategic Wealth Advisors Group
Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio
administration. In his role as Vice President of the Portfolio Consulting team, he offers trade
and investment support for Network advisors, which includes trading due diligence, research,
portfolio analytics and market updates.
Prior to joining The Network in 2016, Hao served as a financial advisor for both Edward Jones and
Merrill Lynch. In addition, he earned a wealth of experience in statistical analytics, budgeting and
business operations at Wells Fargo and the Pacific Gas and Electric Company.
• Master of Business Administration, CSU Sacramento
• Bachelor of Science in Business Administration, CSU Sacramento
• FINRA Series 7: General Securities Representative Examination
• FINRA Series 66: NASAA Uniform Combined State Law Examination held through Strategic
Wealth Advisors Group, and LPL Financial