David S. Chang, ChFC®, CLU®

Photo of David S. Chang, ChFC®, CLU®
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Location
Los Angeles, CA
School
UCLA Anderson School of Management, United States Military Academy, University of Hawaii at Manoa, Covenant Theological Seminary, American College of Financial Planning
Expertise
Wealth management, Behavioral insights for smarter money habits, Investment strategies across stocks, real estate, entrepreneurship, and more
  • David has written over 1,000 articles spanning personal finance, investing, and entrepreneurship, featured by USA Today, Nasdaq.com, and The Motley Fool.
  • He is a contributing author to McGraw-Hill Education business, finance, and entrepreneurship textbooks for college and graduate-level courses.
  • David created an educational leadership and finance blog that was #36 of the Top 50 Financial Advisor Blogs and Bloggers by Kitces.com.

Experience

David previously built an award-winning wealth management firm from scratch, helping people achieve their financial goals and build wealth for over 15 years. He was selected for InvestmentNews' 40 Under 40 list of top advisers in the financial planning industry. He's a regular on TV and radio, turning thorny topics like budget rebalancing and real-estate investing into relatable, real-world advice. David is a Colonel in the CA Army National Guard and leads the global team for IoT Solutions and Emerging Technology for a top Fortune 200 Company.

Education

Upon attaining his B.S. in computer science and economics from the U.S. Military Academy at West Point, he was selected as an East-West Graduate Degree Fellow. He holds an MBA from the UCLA Anderson School of Management, a Master of Theological Studies from Covenant Theological Seminary, and an M.A. in political science and Asian politics from the University of Hawaii at Manoa. He attained Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certifications from the American College of Financial Planning. He also completed the Goldman Sachs 10kSB Program at Babson College and the Command and Staff General College Operations Course at Fort Leavenworth, KS.

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Stories By David S. Chang, ChFC®, CLU®

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