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Alexander Chang, ChFC®, CLU®

Helping create financial security for everything life has to offer | Financial Advisor

San Francisco, California, United States · 1 connection

Lifeworks Advisors

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About

Financial planning and security is something that eludes many. It's something that isn't taught in school so many of us are left wondering what to do and where to go. My team and I are here to help busy and successful individuals, businesses, and families navigate through the financial world smoothly and efficiently. We are fiduciaries that utilize a client focused process to understand each person's unique goals and financial situation to build financial plans that offer tax efficient strategies that ensure success. If you have any questions or want to discuss your personal finances please contact my team and I at: Alexander H. Chang Email: alexander.chang@nm.com Phone: (415) 672-6871 Website: alexanderchang@nm.com We look forward to helping you spend your life living!

Experience

Lead Financial AdvisorLifeworks Advisors
Jun 2026
Financial AdvisorNorthwestern Mutual
Oct 2019 to May 2026
Field DirectorNorthwestern Mutual
Jan 2022 to Dec 2023
Sales InternYelp
Jun 2018 to Jul 2018
Laboratory AssistantCity College of San Francisco
Aug 2016 to May 2017
Line Chef Team MemberChipotle Mexican Grill
Jun 2014 to Aug 2015

Education

University of Southern California
Bachelor of Arts - BA Economics
2017 to 2019
City College of San Francisco
Business/Managerial Economics
2015 to 2017
The Athenian School
2010 to 2014