NAPFA Spring 2023 National Conference Speaker

Tim Kochis, CFP®, is a key leader of wealth management, worldwide, having received every leadership award his profession confers throughout a 50 year career. Kochis led planning services at B of A, Deloitte, Kochis Fitz, and as CEO and Chair at Aspiriant. As a DeVoe & Co. Special Advisor and through Kochis Global, he now provides training and strategic consulting. As the author of many articles and several books, and a very frequent speaker, Kochis taught personal financial planning at the University of California; has chaired the CFP Board, the Foundation for Financial Planning, and the Financial Planning Standards Board. Extensively engaged in philanthropy today, Kochis received a Purple Heart during service in Vietnam. Kochis is a graduate of Marquette University, BA, the University of Michigan, JD, and the University of Chicago, MBA.