David Chang, ChFC®, CLU®

Expert Contribution: Writer, Consultant
10 YEARS OF AUTHORSHIP IN THE FINANCIAL INDUSTRY

NUMBER OF PUBLICATIONS: 586 | LAST PUBLISH DATE: 09-30-2023

David S. Chang, ChFC®, CLU® is an award-winning entrepreneur, keynote speaker, author, and consultant. He has over two decades of experience in the wealth management space and has been featured in dozens of news, radio, and podcast programs nationwide. He currently works as Head of IoT for the West Region of a Fortune 200 company. He is a graduate of the United States Military Academy at West Point and is currently a Lieutenant Colonel in the California Army National Guard. He is an East-West Graduate Degree Fellow and has an MBA from the UCLA Anderson School of Management.

Financial Areas of Expertise:

Investing, Insurance, Wealth Management

Equities.com, US Today from Motley Fool, Midweek, Hawaii Business Magazine, Star Advertiser

Professional Accomplishments

  • InvestmentNews’ 40 Under 40 list of top advisers in the financial planning industry and FIVE STAR Multi-Year Wealth Manager (9-time winner)
  • Deputy Chief of Intelligence and Task Force Leader for California National Guard’s successful response to COVID and the successful response to the largest wildfire season recorded in California's modern history.
  • Created an educational blog ranked #36 of the Top 50 Financial Advisor Blogs and Bloggers by Kitces.com
  • Largest Veteran-Owned Businesses Awardee and Young Business Leader of the Year 40 Under 40 by Pacific Business News; Top 40 Under 40 Military from CivilianJobs.com; Young Professional of the Year from Pacific Edge Magazine.

Education

  • MBA UCLA Anderson School of Management
  • BS United States Academy at West Point
  • MA University of Hawaii at Manoa
  • MATS Covenant Theological Seminary
  • East-West Graduate Degree Fellow
  • Project Management Professional (PMP)

Affiliations

  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Goldman Sachs 10,000 Small Business Program
  • Emerging Leaders Initiative Program, Executive-Level Series, SBA
  • Current Top-Secret / SCI Government Level Clearance
  • Asia-Pacific Group Board Member
  • Wesco Veteran’s Opportunity Liaison Team (VOLT) Board Member

David's Recent Articles