John Chang joined the firm in 2022 as an Advisor. He was drawn to the firms’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.