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
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
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September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
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September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read NowFinancial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowHow to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowYear-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read NowMind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now