kevin chang

Rational. Objective. Independent.

Biography

Kevin ChangClient Relationship ManagerEmail: kchang@smart-investor.cc Phone: (916) 435-2100

Kevin Chang serves as a Client Relationship Manager for Smart Investor. In this role, Kevin is responsible for developing and managing individual client relationships and overseeing the implementation of financial planning recommendations. A significant portion of Kevin’s efforts are devoted to assisting retirement plan sponsors and plan participants achieve their financial objectives.

Kevin brings to Smart Investor Big Four audit experience. He was a senior auditor in the San Francisco office of KPMG, specializing in real estate audits.

A resident of Roseville, Kevin enjoys tennis, golf, cooking and traveling. He also volunteers with Big Brothers and Sisters of America, the nation’s leading youth mentoring organization developing positive relationships that have a direct and lasting impact on the lives of young people.

Education9 B.A. Business Economics, with emphasis in Accounting, University of California, Santa Barbara9 B.A. Communications, University of California, Santa Barbara

Associations & Memberships9 Member, Financial Planning Association, Northern California Chapter

5800 Stanford Ranch Rd, Bldg 800, Rocklin, CA 95765 9 (916) 435-2100 9  www.smart-investor.cc