Tim Kochis founded Kochis Global in 2012 to foster best in class wealth management and investment planning services in the developing world, particularly in China, and other rapidly growing markets in Asia. He has 40 years of experience in the personal financial and investment planning profession. Mr. Kochis has advised a select group of executives, professionals, and business owners throughout the United States and overseas since 1973. Before founding Kochis Global, he served as CEO and then as Chairman of Aspiriant and was a founder of Kochis Fitz, one of its predecessor firms. Prior to that, he was National Director of Personal Financial Planning for Deloitte & Touche (1985 – 1991) and for Bank of America (1981 – 1985).

Mr. Kochis has long been recognized as one of the key leaders of the wealth management and investment planning profession and has had an unparalleled influence on its development, worldwide, through his long and extensive client service, his success in building and growing the leading organizations within the profession, his service in professional and educational organizations, and his very frequent writing and speaking engagements to professional audiences around the world.

In 2010, the US Financial Planning Association conferred on Mr. Kochis its most prestigious recognition, 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 outstanding individual leadership in the independent advisory profession and the University of California Berkeley Business School Extension has created an annual award for teaching excellence in his name. 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".

Mr. Kochis currently serves on the Board of Directors of the Financial Planning Standards Board, the international certification authority for the CFP® credential, having previously served on its Board at its founding in 2004 and as its Chair in 2005. As chair of the Board of Examiners, Mr. Kochis was responsible for supervising the creation of the first comprehensive examination now used throughout the profession to qualify CFP® candidates. In addition, he was a co-founder of the Personal Financial Planning Program at University of California-Berkeley, one of the first accredited financial planning programs in the United States, where he taught for eighteen years. Many hundreds of currently practicing wealth management professionals were his students.

Mr. Kochis also devotes considerable effort to philanthropy and civic involvement. He currently serves on the Boards of the University of San Francisco, the Asian Art Museum (Executive Committee), the Business Advisory Council for the Asia Foundation, and the YMCA of San Francisco (Executive Committee).

He earned a BA in Philosophy from Marquette University (1968), a JD degree from the University of Michigan (1973), and an MBA from the University of Chicago (1979). Mr. Kochis served in the US Army from 1969 to 1971 including a tour of duty in Vietnam where he received a Purple Heart for wounds received in action.