John Chang joined the team in 2022 as a Wealth Advisor. He was drawn to the firm’s commitment to putting clients first, which aligns with his beliefs. He has been a seasoned financial industry professional since 2001 with experience in Institutional Fixed Income, Portfolio Management Strategies, and Wealth Management.
John has a Bachelor’s degree in Psychology and Social Behavior from the University of California, Irvine. He also holds a minor in Asian American studies.
John resides in Orinda with his wife and their son. In his free time, he enjoys traveling and outdoor pursuits with his family.