Alexander Chang, ChFC®, CLU®
Helping create financial security for everything life has to offer | Financial Advisor
San Francisco, California, United States · 1 connectionNot on Unlinked · Imported profile. Is this you? Claim it
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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
Jun 2026
Oct 2019 to May 2026
Jan 2022 to Dec 2023
Aug 2018 to May 2019
Sep 2017 to Aug 2018
Aug 2016 to May 2017
Jun 2014 to Aug 2015
Education
Bachelor of Arts - BA Economics
2017 to 2019
Business/Managerial Economics
2015 to 2017
2010 to 2014