Kevin Chang

I believe that money can be a source of stress no matter how much – or how little – you have. That’s unless you have clarity, and confidence in what you’re building. Everybody should be able to enjoy their lives today and also have confidence, knowing that their future is taken care of. I care about my clients, and it brings me great joy to be there to help them pursue their dreams. 

I help tech families and pre-retirees – those who are heavily compensated through employer stocks – make decisions around their financial lives, so they feel well-informed and confident. I provide customized solutions by using data and analytics, and help them navigate the investment world in an efficient and tax-advantaged manner. 

I’ve helped families and professionals become financially confident through comprehensive financial planning and customized investment management. By using data and analytics, and staying innovative, we help our clients make the most informed decisions, and follow the lives they want. It’s all about decision-making and timely guidance. 

I grew up in a very close extended family, with many aunts, uncles, and cousins. It’s always been fascinating to see how people’s attitudes towards money differ, and why they act the way they do. Many get caught up in emotions rather than use logic to make astute decisions. 

I put myself in their shoes and advise them what I would do. I make sure they’re comfortable sharing their life stories with me, and I listen carefully. I caution clients on things they’re not aware of, or are neglecting. I applaud them when they’re making good moves, and share my knowledge when I disagree with them. I remember small details of their lives, and understand how different decisions can apply to them. I tell all my clients what they really need to know. 

I love what I do. I have a Finance degree from the University of Washington and also  enjoy beaches and bottomless mimosas. I’m a home chef, and I think everyone should try my cooking. I pet every dog I cross paths with. I like to show off our cats Banksy, Belly, and Couscous. I enjoy traveling and visiting my family abroad.

I love the outdoors and a cozy Sunday brunch at home. I play guitar and piano. I enjoy cooking for my whole family on any occasion. I’m a Washington Huskies Football fan. I’m a fun golfer, not great, but fun to golf with. I like nice bedding linen. I use the dishwasher as a drying rack, because hand washing them builds character.