Daniel ChangDaniel Chang, CFA®, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
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
The impact of holding a concentrated stock position
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Health care and long-term care options during retirement: A guide
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How to prepare to enroll in Medicare
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How policy, politics and profits are shaping market momentum
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Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
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How to plan for charitable giving
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November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now