Daniel ChangDaniel Chang, CFA®, CFP ®Wealth Advisor
Awards and Industry Recognition
Forbes
About Daniel
Daniel Chang is a Wealth Advisor at J.P. Morgan Wealth Management.
As the newest partner of The DWC Team, Daniel and his team have been dedicated to serving families for generations. With nearly twenty years of professional experience in finance and accounting, Daniel takes pride in building long-lasting relationships and helping clients navigate the unique challenges and milestones that each stage of life brings. Daniel works closely with families and their other advisors, including CPAs and attorneys, to create customized plans that address their financial, estate and legacy planning needs.
Before joining J.P. Morgan, Daniel was a Director at First Republic Investment Management and a Private Banking Associate at Credit Suisse. Daniel also developed extensive experience as a CPA serving publicly traded and privately held companies in manufacturing, retail, and financial services.
Daniel graduated Phi Beta Kappa and cum laude in three years from UCLA, where he majored in Business Economics and had minors in Accounting and Chinese. He received his M.B.A. from the UCLA Anderson School of Management. In addition, Daniel holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is also a CFA® Charterholder.
As parents of a neurodiverse child, Daniel and his wife are actively involved in volunteering with local schools and supporting non-profit organizations focused on children with special needs. Their dedication to these causes is driven by a personal commitment to improving the lives of special needs kids and advocating for their needs. Daniel and his family reside in South Pasadena, California.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Insights
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September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowMind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowNew York estate planning
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September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now3 moments that defined August
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August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowWhen is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read NowInsight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now