Kevin A. Chang-Financial Advisor at Genovese Burford & Brothers in Sacramento, CA

Kevin A. Chang, CPA, AIF®

Financial Advisor

(916) 924-7527
Email Kevin

My Philosophy

The process of overseeing a company retirement plan or an individual nest egg often overwhelms people. Do you need help understanding your fiduciary duties, managing investments, or developing the best plan design? Do you question how much you should be saving and if you are taking the appropriate level of risk? Let me help. I navigate the complexity by helping you identify your goals and objectives and by offering you more simple and manageable solutions.

My Specialties

  • Corporate Retirement Plans
  • Fiduciary Education
  • Investment Evaluation and Analysis
  • Employee Education
  • Tax Issues and Implications
  • Fee/Service/Investment Benchmarking

My Interests

  • Playing competitive USTA tennis
  • Throwing a Frisbee to Buster, my 90lb black lab
  • Golfing
  • Trap/Skeet shooting
  • Traveling the world with my wife

My Qualifications

  • Certified Public Accountant, CPA
  • Accredited Investment Fiduciary, AIF ®
  • Series 7, General Securities Representative Examination
  • Series 66, Uniform Combines State Law Examination
  • Bachelor of Arts in Business Economics with an emphasis in accounting, University California Santa Barbara (2006)
  • Bachelor of Arts in Communications, University California Santa Barbara (2006)

My Involvement

  • Capital Region Family Business Center, Member
  • Western Pension & Benefits Council, Member
  • Sacramento Area Human Resources Association, Member
  • National Institute of Pension Administrators, Board Member (Sacramento Chapter)

My Experience

  • 2011-Present, Genovese Burford & Brothers
  • 2009-2011 - Smart Investor
  • 2006-2009 - KPMG LLP

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here