Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

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Advisors

Advisor photo for Daniel Chang

Daniel Chang

CFP®, APMA

Private Wealth Advisor

Managing Director
Visit Daniel Chang's website


Team

Malyssa Schielke

Malyssa Schielke

Client Service Associate

Qualifications

  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Examination
  • SIE - Securities Industry Essentials Examination
  • CA Accident & Health or Sickness, Var Life and Var Annuity, Life
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Luiz Macedo

Luiz Macedo

Registered Client Service Associate

Qualifications

  • Series 7TO - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination
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