Kevin A. Chang
Principal | Financial Advisor at CAPTRUST (formerly GBB)
- Role
- Principal Financial Advisor at CAPTRUST
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kevin A. Chang
The process of overseeing a company retirement plan or an individual nest egg often…
Experience
Principal Financial Advisor
Jan 2021 — Present · Roseville, CA, US
Education
UC Santa Barbara
BA
2002 — 2006
Skills
- Management
- Retirement
- Strategic Financial Planning
- Financial Analysis
- Series 7
- Pensions
- Investments
- Finance
- Securities
- Accounting
- Retirement Planning
- Financial Services
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