Daniel Chong

, CFP^®

Daniel Chong is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. as well as Investing for Catholics. He has more than fifteen years of experience in the industry as an advisor and is a Certified Financial Planner (CFP®).

Daniel specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Daniel understands that not all clients share the same knowledge regarding the investing process. He skillfully identifies clients' needs and educates them about the benefits associated with a passive investment strategy—creating peace of mind as well as a comprehendible financial solution to assist clients in reaching their financial goals.

Daniel earned his undergraduate degree in Psychology from the University of California, Los Angeles.

Certified Financial Planner™ (CFP®) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFB Board).