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KEVIN A. CHANG, CPA®, CFP®, AIF®

(916) 269-0810 | 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®
  • CERTIFIED FINANCIAL PLANNERTM
  • 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

My Experience

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