Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2023
Next-Gen Wealth Advisors Best-In-State
2025

About Daniel

Daniel Chang is a Vice President and 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.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Markets

Are we seeing irrational exuberance in the market? We don’t think so

August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
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