Tim Kochis

Overview

Tim Kochis is an experienced angel investor and former CEO specializing in wealth management and financial planning. He has over 50 years of experience in personal financial and investment planning, having served as CEO and Chairman of Aspiriant, one of the industry's largest and most admired firms. Prior to that, he was the National Director of Personal Financial Planning for Deloitte & Touche and Bank of America. In 2012, he founded Kochis Global, a consultancy focusing on wealth management and investment planning services, especially in Asia. He has advised a select group of executives, professionals, and business owners throughout the United States and overseas since 1973. He has been active in setting professional standards, having served as president of the CFP Board of Standards, chair of the Financial Planning Standards Board, Chair of the Foundation for Financial Planning, and Founder of the Financial Planning Certificate program at the University of California. He has also served on the boards of several non-profit organizations, including The Asian Art Museum, The University of San Francisco, and The Santa Barbara Museum of Natural History. He holds an MBA from the University of Chicago, a JD from the University of Michigan, and a Bachelor of Arts degree from Marquette University. He served in the US Army during the Vietnam era and received a Purple Heart for wounds received in action. As an angel investor, Tim focuses on early-stage investments in various industries, including technology, healthcare, and financial services. He is particularly interested in companies that have a strong potential for growth and can benefit from his extensive experience in wealth management and financial planning. His investment strategy involves providing not only capital but also strategic guidance to help companies navigate complex financial landscapes. Tim's track record includes successful investments in several high-growth companies, where his involvement has been instrumental in their development and success. His philosophy centers on building long-term relationships with entrepreneurs and providing them with the resources and support needed to achieve their business objectives. His extensive network and deep understanding of financial markets make him a valuable partner for startups seeking to scale and succeed in competitive markets.

Investment Focus

• Strong management team
• Scalable business model
• Clear path to profitability
• Innovative product or service
• Large addressable market
• Competitive advantage
• Ability to execute business plan
• Alignment with investor values
• Potential for significant return on investment
• Exit strategy within 5-7 years
• Transparency and open communication
• Commitment to growth and development
• Adaptability to market changes
• Strong customer acquisition strategy
• Sustainable business practices

Portfolio Companies